The page includes a searchable list of past meetings with title, type, date, and department context.
History -> searchable records -> meeting context
MEETING NOTES
Use Meeting Notes to capture meeting history, decisions, action items, assigned quick tasks, and the context needed to continue work after the meeting ends.
Teams can search previous discussions, review decisions, and track follow-up responsibilities from the same page.
Use this section to understand the meeting-note features available on the page before opening the record list.
The page includes a searchable list of past meetings with title, type, date, and department context.
History -> searchable records -> meeting contextUsers can create a structured note with meeting context, content, participants, and follow-up information in one form.
Meeting detail -> note content -> saved recordThe full note captures what was discussed, what was decided, and the context needed after the meeting ends.
Discussion -> decision -> reference historyAction items can be assigned directly from the meeting record so responsibilities stay visible after the discussion.
Action item -> assignee -> follow-upSearch tools and record detail pages help teams reopen the right meeting and continue work with the correct context.
Keyword -> filtered list -> full detailMeeting Notes brings the meeting list, record form, detail view, and action tracking into one workflow.
View previous meeting records with title, meeting ID, meeting type, date, business unit, and department.
Create or edit meeting details, discussion content, action items, and quick tasks from one structured form.
Assign quick tasks to employees so responsibilities from meetings remain visible after the discussion.
This is the normal sequence from opening the page to recording follow-up work.
Start from the dashboard or sidebar, then open the Meeting Notes area.
Scan the meeting list, search by keyword, or filter records by meeting type.
Select an existing meeting to review details, or add a new meeting record.
Record discussion notes, decisions, action items, and assigned quick tasks.
Use the saved record to confirm owners, task status, dates, and next steps.
The history list helps users find previous meeting records before opening the full detail view.
Each saved meeting receives an ID so users can identify the exact record later.
IDCore fields make it easier to understand where the discussion belongs.
ContextAuthorized users can maintain the list by updating details or removing unnecessary records.
ManageComplete the required meeting context first, then capture content and follow-up items.
Enter a clear title or subject so the record is easy to recognise later.
Select the type so users can filter records by meeting category.
Set the scheduled meeting date and time.
Choose the related business unit and department for reporting context.
Record discussion points, meeting notes, decisions, and key highlights.
Write the actions agreed during the discussion.
Add task title, assigned employee, status, and date for meeting follow-up work.
Validate required fields and save the completed meeting record.
The details page keeps the meeting summary, context, notes, actions, and quick tasks together.
Review title, scheduled date and time, meeting ID, meeting type, business unit, and department.
Read the meeting notes, discussion points, decisions, and recorded information.
Check action items created from the meeting and clarify what must happen next.
Review tasks assigned from the meeting, including owner, status, and date.
Confirm when the meeting record was created in the system.
Open the edit form when details, notes, actions, or quick tasks need to be updated.
Use editing carefully so the meeting record continues to reflect the latest agreed information.
Edit meeting title, date and time, meeting type, business unit, and department when the context changes.
Revise content, decisions, and action items so the record stays useful for future reference.
Add or update quick tasks, then cancel or save changes depending on what needs to be changed.
Use specific meeting titles, write decisions clearly, assign owners immediately, and add quick tasks before follow-up work is forgotten.