Zoho Notebook - Zoho Meeting Integration

Zoho Meeting integration with Zoho Notebook

Zoho Meeting integration with Zoho Notebook will be enabled by default on all your Zoho Meeting paid accounts. It helps you to capture important information, make a note of any questions asked and answers given during your meeting, and ideas that crop up during the conversation to do follow-ups after the meeting wraps. 

How can I take notes ?

  1. Start or join your meeting.
  2. Click Notes on the top menu bar. This will bring up the Notes window, where you can take notes during the meeting.
  3. Click more to add a new note.
  4. To move the note to a specific notebook, click the Select Notebook option at the bottom of the notes window. 

Open your notes :

You can open any related notes during a meeting. This will be useful if you need to review any ideas or action items discussed earlier during the meeting. 
  1. Start or join your meeting.
  2. Click Notes on the top menu bar.
  3. In the Notes window, click more and select View Associated Notes.
  4. You can view all Associated Notes with the meeting as well as all of your other notes here. 

Associate/Dissociate notes :

You can associate or dissociate related notes with a meeting. By doing this, you can access notes relevant to a specific meeting without having to search for them within the list of notes.  
  1. Start or join your meeting.
  2. Click Notes on the top menu bar.
  3. In the Notes window, click more and select View Associated Notes.
  4. Go to a specific note and click more to associate notes to meeting or dissociate notes from the meeting. 

Delete your notes :

If you wish to delete any notes, follow these steps:
  1. Start or join your meeting.
  2. Click Notes on the top menu bar.
  3. In Notes window, click more and select View Associated Notes.
  4. Go to a specific note, click more and select the Delete option.

Add, view and share your notes (Zoho Users) :

Once the meeting is ended, users who are logged in to their Zoho accounts can add, view and also share the notes with others using the notebook integration.
  1. After exiting the meeting, click Add under Notes on the exit page to add any notes related to the meeting. You can also click View to view all the Associated Notes.

  2. To share the notes, click more   and select Open in Notebook option. Open the note that you want to share and click the Share icon. For non Zoho users, the notes can be shared as text through mail and other apps.

  3. You can also use the Private Share option to share the notes with other registered Zoho users. 

Non Zoho users can download the notes once the meeting is over.

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