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Meeting Notes Tab

Access the Scheduled Meeting​

On the MeetingPal Home Page, locate the left-hand menu. Select Meetings.

From the dropdown list, locate and select the scheduled meeting for which you want to create or review meeting notes.

Open the Meeting Notes Tab​

In the selected meeting’s dropdown menu, click Meeting Notes.

The Meeting Notes page will open.

Understanding the Meeting Notes Page​

The Meeting Notes page provides a workspace for capturing informal notes throughout the meeting.

From this page, you can:

  • Record discussion points.
  • Capture action items.
  • Note decisions and follow-up tasks.
  • Keep private administrative notes.
  • Save notes for future reference.

Add New Notes​

Click into the notes editor. Type your notes as the meeting progresses.

Typical content may include:

  • Key discussion points.
  • Questions raised.
  • Follow-up actions.
  • Responsible persons.
  • Deadlines.
  • Click Save Notes to preserve your changes.

Organize Your Notes​

Depending on the editor features available, you may be able to:

  • Create headings.
  • Add bullet points.
  • Number action items.
  • Apply bold or italic formatting.
  • Insert links.

Organized notes are easier to review after the meeting.

Update Existing Notes​

Open the Meeting Notes tab at any time.

Edit the content as needed.

Click Save Notes again.

Meeting notes can be updated before, during, or after the meeting.

Export or Copy Notes​

If available, you may be able to:

  • Export notes to PDF or Word.
  • Copy the content into the Minutes tab.
  • Print the notes.

This is useful when converting draft notes into formal meeting minutes.

Use Notes to Prepare Minutes​

After the meeting, use the Meeting Notes as a reference when completing the official Minutes.

This helps ensure that important discussions and action items are accurately recorded.

Common Uses for Meeting Notes​

The Meeting Notes tab is useful for:

  • Capturing informal notes.
  • Recording action items.
  • Tracking follow-up responsibilities.
  • Supporting preparation of formal minutes.

Best Practices​

Record notes during the meeting while discussions are fresh.

Save changes regularly.

Use bullet points for clarity.

Transfer key decisions to the Minutes tab after the meeting.

Important Notes​

Meeting Notes are typically informal working notes and may differ from the official minutes.

Notes can be edited at any time by authorized users.

Export options and formatting tools may vary depending on your organization’s configuration.