Adding minutes

When you configure your minutes, you're taken to your document where you can further edit your minutes and add content.

Note

  • The structure of minutes document will depend on the import type you selected when configuring your minutes.

  • If you imported the tab structure from a book, sections with names corresponding to book tabs will be present. If you created minutes from scratch, one New Section will be present.

  • All edits are saved automatically. The date and time of the last auto save is displayed at the top of the screen next to the minutes title.

  1. To edit a section title, select the title field and make the change.

    Navigate away from the title to save the change.

  2. To add minutes to a section, go to Start typing here.

    Several formatting options are available for minutes text, which work similarly to standard word processor formatting functions. Select a formatting option to apply it to text.

    Note

    Keyboard shortcuts are also available for bold (Ctrl + B), italic (Ctrl + I), and underline (Ctrl + U) formatting functions.

  3. To add a new section to your minutes, select Add section.

  4. To collapse a section, select the arrow to the left of the section title.

  5. To add an action to a section you are working on, select Add action.

    To learn more, go to Adding an action to minutes.

  6. To leverage the Minutes AI capability, select Change notes to minutes.

    Your notes will be converted to minutes.

    Note

    AI-generated minutes may contain inaccuracies so it is important to review the content, as it may require further editing.

  7. To move a section, select and hold the drag icon to the right of the section header, and move up or down to the preferred location.

  8. To delete a section, select the delete icon .

  9. To export details of your minutes, select Export and select your preference from the menu.

  10. To change the status of your minutes from draft, go to Draft and select your preferred status from the menu.