Meeting Notes for Zoho Meeting
Introduction
Do you struggle to take notes while you're in a meeting? Meeting Notes for Zoho Meeting can help. This is a built-in integration in Zoho Meeting that allows you to take quick meeting notes without switching tabs. Zoho Notebook is an all-in-one note-taking platform that will supercharge your productivity with its suite of powerful features. Meanwhile, Zoho Meeting is an online meeting software for all of your video conferencing and webinar needs. Now you can experience the best of both worlds, seamlessly integrated for your convenience.
With Notebook in Zoho Meeting, you can take notes and share your ideas during meetings without missing important information. Because you’ll be able to capture and edit your thoughts, review your notes, and collaborate in real time, your meetings will be more productive and efficient. Watch video.
In this article, you'll learn how to:
- Access Notes in Zoho Meeting
- Apply the meeting notes template
- Create notes and notebooks in the meeting
- View and edit notes from your past meetings
- Associate your past meeting notes to the current meeting
- View associated links for a notecard
- Download your notes as a .txt file
Access Notes in Zoho Meeting
To take quick notes when you're in a meeting in Zoho Meeting, follow these steps:
- Click the More Options icon (•••) from the tool bar in the bottom of the meeting window.
- Click the Meeting Notes option. The Notes window will be opened in the sidebar.
- You can take meeting notes and select the notebook where you want to save the note.
- Click All notes to view all of the notes created in Notebook, including the meeting notes from the drop-down.
Apply the meeting notes template
- Click the More Options icon and select Apply template to create a pre-defined template.
- You can add participants, agenda, ideas, and more in this template.
- You can apply a template to any notes you've created during your current meeting.
Create new notes and notebooks in the meeting
- Create new notes by clicking the +Add button at the top.
- Create new notebooks from the notebook drop-down list.
- Create Text and Checklist notes in Meeting Notes.
- Lock your confidential notes with a passcode.
View and edit notes from your past meetings
- Click the drop-down and select Past meetings.
- All of the notes you created in the previous meetings will be shown, and you can edit them.
Associate your past meeting notes to the current meeting
- Open your past meeting notes and click the More Options icon.
- Select Associate to meeting. Your note will be associated with the current meeting.
- To dissociate, select the More Options icon on the note and click Dissociate from meeting.
View your past meeting notes
- Open Zoho Meeting and click the Meetings tab.
- Your list of previous meetings will be displayed under the Past tab.
- Click the note icon for the meeting notes you want to view.
- Your associated notes for that meeting will be displayed.
View associated links for a note card
- Click the More Options icon of a notecard.
- Click Associated Links.
- The meeting in which you created the note will be displayed.
Download your notes as a .txt file '
You can download your notes as text files (.txt file) if you're not a registered Notebook user. To download,
1. Click Download under Notes in the meeting summary. (after the meeting has ended)
2. Your notes will be downloaded as .txt file.
Note: Guest users in Notebook can access meeting notes; however, please note that these notes will not sync to the cloud. You can sign up for Zoho Notebook anytime.
Conclusion
Meeting Notes in Zoho Meeting help you manage time and take minutes of meetings without switching tabs. Install the extension now to elevate your productivity. If you have any questions, please reach out to us at support@zohonotebook.com.
Happy note-taking!
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