Docket offers the ability to export all of your historical meeting data in the form of a .csv file for further management. This file will include all meeting agendas, agenda descriptions, agenda notes, and tasks.

What is included in this article:

What meeting information is included in the export?

Your Docket meeting history export zip file will include two csv files (one for meeting agendas and notes, the other for tasks) will include the following columns with their respective information:

  • Meeting IDs (note: this is the special identifier for a specific meeting)

  • Meeting Title

  • Meeting Time

  • Meeting Tasks

  • Meeting Decisions (indicated by the emoji ⚖️)

  • Meeting Takeaways (indicated by the emoji 🎖)

  • Meeting Notes - Format plain text in CSV

  • Meeting Private Notes

How do I export my meeting information out of Docket?

  • Log into your Docket account and navigate to your Docketboard or Account Settings

  • A red banner will display at the top of either page

  • Click the “Export Data” button located on the right-hand side

  • The export data modal will display

  • Click the “Export (csv)” button

  • A progress modal will appear and track your csv's progress

  • (NOTE: You can navigate away from the download page while your download is in progress)

  • Once the export is complete, click the Download button

  • Your zip file will be saved to your web browser's download folder where you can save the csvs for further management
    (NOTE: Be sure to specifically download and or save the export to your files. After Docket's sunset, all account and meeting data will be purged)

FAQs

How far back will my meeting data be available?

From your sign up date of Docket. You will have the following:

  • Meeting IDs (note: this is the special identifier for a specific meeting)

  • Meeting Title

  • Meeting Time (note: there are two column to designate this, "starts at" and "ends at")

  • Meeting Tasks

  • Meeting Decisions (indicated by the emoji ⚖️)

  • Meeting Takeaways (indicated by the emoji 🎖)

  • Meeting Notes - Format plain text in CSV

  • Meeting Private Notes

  • Meeting Type All Day

What plan types can access their data?

All active account plan types will have the ability to download all of their meeting data.

Will my data maintain its formatting?

Yes! All of your formatted notes will maintain their textural formatting.

What will happen to my data and account after the sunset date?

All user accounts, information, and corresponding data will be completely purged at the end of the day on Docket's sunset date.

What should I do if my export fails?

If your csv exports fails, you can click the Re-export button to restart the export. If the issue persists, you can reach out to our chat/email support for further assistance.

Can I rerun my meeting history export after I have already done so?

Yes! You cam rerun your meeting history export as many times as necessary between now and the Docket sunset date 12/8/22.

Can't find what you're looking for?
Get in touch at

info@dockethq.com

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