Taking notes during a meeting helps to capture the critical points of a conversation and can highlight any potential conflicts between what was said versus what was heard.

Different teams and people take notes in different ways from assigning a scribe to full-on collaboration. Either way, it is encouraged to capture the key take-aways and decisions to be sure that everyone knows how the time was used, what the results or next steps are, who has ownership, and when actions are due.

Follow these steps to take notes in your Docket meeting.

FIND YOUR MEETING

Find your meeting on the left meeting panel and select it so that it shows on the right side in your meeting workspace. 

TAKE NOTES

Select the Notes tab in your meeting workspace and take notes as desired in the topic sections that originated from the agenda. 

For more information on creating an agenda, see the article on how to Build a Docket Agenda.

INLINE ATTRIBUTION

As you create and collaborate with others building an agenda, enable Show Attribution so you can see who added notes in a meeting. If you want a cleaner workspace, you can Hide Attribution as well.

ASSIGN TASKS AND DUE DATES

When taking notes, you can assign a task to a meeting attendee. 

The "@" icon on a note enables you to assign a line item to a meeting guest. You can click the icon and select from a dropdown of meeting guests or, as you are typing notes, type "@" and start typing the name of the assignee to narrow down the dropdown list that displays. Click to select the correct assignee.

When someone is assigned a task, their avatar or initials will show to the right of the line item. 

The calendar icon on a note enables you to assign a date to the line item or task.

TIPS:

  • Only meeting guests can be assigned an action. If a name is not showing in the dropdown, make sure they were on the calendar invite for the meeting. 
  • Task assignees do not have to be Docket users. As long as they are a meeting guest on the calendar invite, Docket will be able to show them as an option for a task assignee. 
  • Meeting guests display by either their email address or name based on the information Docket has for them. If they are a Docket user, they have signed into Docket and Docket should know their first and last name. If they are a guest that has not used Docket, they will show as they do in the calendar meeting invite which is typically by email address. If they sign into Docket at a later time, Docket will update any instance of their user name to reflect name instead of email address. 
  • Docket pushes all tasks to the top of the shared meeting recap email so when you share a recap, guests (Docket users and guests) will receive their tasks at the very top so they can see they have tasks assigned to them. For more information, see Share a Docket Recap.

REVIEW RESOURCES

During your meeting, you can quickly and easily view resources attached to the meeting. You can view these resources in 2 ways:

  • If a resource was added to an agenda section, you can click to open the resource from the agenda section.
  • If a resource was added directly to the resource tab, you can click to the resource tab to view the resource. 

The benefit to having resources in your agenda and ready for the meeting is having everything you need and prevent distraction from having to go find it during the meeting. 

For more information, see the article on Resources in Docket

AGENDA ITEMS QUICK LINKS

The topic sections originally created for the agenda display to the left of the meeting workspace and act as quick links in a table of contents. Use the left column quick links to easily jump around between each section of the meeting to help you take notes in the applicable section.

GENERAL NOTES

You and your meeting guests can still take notes when an agenda has not been created. If the step to create an agenda is skipped, attendees can go straight to the notes tab and take notes.


This is a general notes area that all attendees can access. If an agenda is created after general notes have been taken, Docket will automatically add a General Notes section to the bottom of the agenda for easy access outside of the organized agenda.

MEETING HISTORY

When a meeting is a recurring meeting in series, the Notes tab will contain a toggle to see either a Meeting Notes view or a Meeting History view. When you toggle to Meeting History, you can see notes from previous meetings in the meeting series.

If this meeting is the first of the series, there will not be any previous meeting history to display.

If there was a break in the meeting series due to a cancelled meeting or no notes being taken, that cancelled meeting will not have any history to display. For example, if this meeting is the forth in the series but no notes were taken in the third meeting, Docket will display history for the first and second meeting and not have any to show for the third meeting. 

SHARE RECAP

After notes are taken, the last thing to do is share them! Use the Share Recap button to distribute the notes to all meeting guests. For more information, see the article on how to Share a Docket Recap

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