Take Docket Notes

Take meeting notes at any time before, during, and after a meeting to capture discussion, decisions, actions, and tasks.

  • Click into the Take some notes... section of an Agenda Item.

  • Start taking notes, either in the agenda, the public notes, or Private Notes sections.

  • You can assign a task by clicking the square Task button and selecting an owner with the the @ symbol in the formatting bar. You can assign a due date for the task by selecting the calendar symbol located in the Task Action drop down on the right-hand side of your agendas and notes.

  • Open Resources as desired throughout the meeting.

  • Once your meeting has adjourned, Share a Meeting Recap to ensure your meeting participants stay aligned with the decisions and topics covered in the meeting.

More to know about Docket notes including:

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