Ready for meeting note taking and organizing to get easier? Right click on items, take meeting notes, select the top 3 issues, and more details in your recap email!
Right Click - More Actions
All of the convenience you found in the More Actions button is now available by right clicking on the item! We have now added the right click function to
meetings, Rocks, To-do's, Issues and My Focus, and they include the following functions:
- Move to the top of the list
- Move to the bottom of the list
- Make it an Issues/To-do
Select the Top 3 Issues
Easily select which 3 issues to move to the top of your list with the 1,2,3 icon on the issues page in Meetings!
Take free form notes throughout all sections of a meeting to be saved with that meeting, and to be saved in your past meetings and sent out in the recap email.
Meeting Recap Email Enhancements
Direct links to the To-do's and Issues in your account are now in each email, so you can easily go check out the details of the specific items!
A more wholistic view of your meeting is now available. Included in each recap email AND in the details section of each meeting will be:
- Headlines Marked as Done
- Cascading Messages Sent
- To-do's Created
- Issues Solved
- Meeting Notes
Enjoy! And as always, reach out with questions!