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August 23, 2019

So Many Meeting Upgrades!

Updates: Meetings

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:

Screen Shot 2019-08-22 at 12.56.10 PM
  • Move to the top of the list
  • Move to the bottom of the list
  • Make it an Issues/To-do
  • Archive
  • Delete





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!


Meeting Notes

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

Items Linked

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!

More Details

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
  • Ratings
  • Duration


Enjoy! And as always, reach out with questions!