It becomes very difficult to locate a meeting note if they are scattered all over the place. With Huddles’ meeting notebook feature, that never happens.
Huddles automatically organizes notes of recurring meetings into “meeting notebooks” so your meeting notes are always organized.
Meeting notebooks are places that store meeting notes of recurring meetings - meetings that occur on a regular basis. They are like folders, and can be browsed on the dashboard on the left side of your home screen.
A meeting notebook is generated automatically when you create a recurring meeting. Here are the steps to creating a meeting notebook.
Click on “New meeting note” on the home page.
Click the drop down menu beside “Repeat” to choose the ****frequency of your meeting.
For example, if you want to set up a weekly meeting that recurs every week, choose “Weekly”.
Once you’ve done creating the meeting note, you will notice a meeting notebook appear on the dashboard called “Weekly Meeting” (as shown in the red box). This means that Huddles has automatically created a meeting notebook for your weekly meetings.
And since you’ve set the recurring frequency of the meeting to “weekly”, Huddles has also automatically generated a meeting note for Aug 7, which is a week from today (as shown in the blue box).
This ensures that all your future meetings will be automatically organized in the right place, and you’ll always find them effortlessly!
You might want to customize a meeting notebook, for instance, changing the name of the notebook, applying a template, or changing how often a meeting recurs.
On the home screen, click on the meeting notebook you’d like to customize.
Click on the arrow button near the name of the meeting notebook. A dropdown menu will appear. Click “Settings”.
Here, you’ll be able to customize the icon, title and template for this meeting notebook. Remember to click “Save” once you’re done.
To modify the recurring frequency, view any meeting note in the notebook by clicking “View meeting note”.
Once you’re in the meeting note, click on the date near the top of the screen.
You will now be able to change the recurring frequency of the meeting notebook.
By inviting people to your meeting notebook, you grant them view or edit permissions to every meeting note in this meeting notebook. Here’s how:
Click on “Invite” at the top right of the meeting notebook in question.
Choose whether to grant edit/view permissions, and click “Copy the link”.
