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Personal Agenda Notes
Personal Agenda Notes

Learn how to add and view private notes to an agenda

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over a year ago

TABLE OF CONTENTS

I. Advantages of Personal Agenda Notes

II. Admin — Add Personal Agenda Notes

III. Admin — View Personal Agenda Notes

IV. Admin — Edit Personal Agenda Notes

V. Admin — Delete Personal Agenda Notes

VI. Member — Add Personal Agenda Notes

VII. Member — View Personal Agenda Notes

VIII. Member — Edit Personal Agenda Notes

IX. Member — Delete Personal Agenda Notes

I. Advantages of Personal Agenda Notes

Agenda notes can remind of information and questions not included in the agenda, which should not be visible to anyone else with access to the same document.

This contrasts with annotations, which are visible to everyone who can view the agenda PDF.

II. Admin — Add Personal Agenda Notes

To add personal notes to an Agenda as an organization admin, meeting creator, or meeting collaborator:

  1. Navigate to in-browser view of the agenda

    1. To learn how to do this, please see Related Articles

  2. Click an item in the in-browser view of the agenda

    1. My Notes menu opens on the right side of the page

  3. Click into text box labeled Add a note

  4. Add desired text

    1. The following formatting options are supported

      1. Bold

      2. Italics

      3. Bulleted list

      4. Numbered list

      5. Hyperlink

  5. Click Save

    1. Personal note is added to in-browser view

    2. Note button appears next to agenda item selected during step 2

      1. Number next to this button indicates the number of personal notes added to the agenda item

III. Admin — View Personal Agenda Notes

To view the personal notes added to an agenda as an organization admin, meeting creator, or meeting collaborator:

  1. Navigate to in-browser view of the agenda

    1. To learn how to do this, please see Related Articles

  2. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the top right side of the page

      1. The information below is displayed alongside each note:

        • Agenda item note is added to

        • Date note was added

        • Time note was added

IV. Admin — Edit Personal Agenda Notes

Note: Note continues to display time and date of original note after edit; not the time or date of the edit

To edit a personal note added to an agenda as an organization admin, meeting creator, or meeting collaborator:

  1. Navigate to in-browser view of the agenda

    1. To learn how to do this, please see Related Articles

  2. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the right side of the page

  3. Hover the mouse cursor over date and timestamp of note

    1. The Edit button appears to the right of this

  4. Click the Edit button

    1. The Edit note menu appears

  5. Click into the Edit Note text box

  6. Make desired changes to text

  7. Click Save

    1. Changes made during step 6 are saved

V. Admin — Delete Personal Agenda Notes

  1. Navigate to in-browser view of the agenda

    1. To learn how to do this, please see Related Articles

  2. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the right side of the page

  3. Hover the mouse cursor over date and timestamp of note

    1. The Edit button appears to the right of this

  4. Click the Edit button

    1. The Edit note menu appears

  5. Click the Trash button

    1. Delete note modal pops out

  6. Click OK

    1. Note is removed

VI. Member — Add Personal Agenda Notes

To add personal notes to an agenda as a meeting member:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Agenda tab

  3. Click an item on the agenda

    1. My notes menu opens on the right side of the page

  4. Click into the text box labeled Add a note...

  5. Add desired text

    1. The following formatting options are supported

      1. Bold

      2. Italics

      3. Bulleted list

      4. Numbered list

      5. Hyperlink

  6. Click Save

    1. Personal note is added to in-browser view

    2. Note button appears next to agenda item selected during step 2

      1. Number next to this button indicates the number of personal notes added to the agenda item

VII. Member — View Personal Agenda Notes

To view personal notes on an agenda as a meeting member:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Agenda tab

  3. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the right side of the page

      1. The information below is displayed alongside each note:

        • Date note was added

        • Time note was added

VIII. Member — Edit Personal Agenda Notes

Note: Note continues to display time and date of original note after edit; not the time or date of the edit

To edit personal agenda notes as a meeting member:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Agenda tab

  3. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the right side of the page

  4. Hover the mouse cursor over the time and date of a note

    1. The Edit button appears to the right of this

  5. Click the Edit button

    1. The Edit note menu appears

  6. Click into the Edit Note text box

  7. Make desired changes to text

  8. Click Save

    1. Changes made during step 7 are saved

IX. Member — Delete Personal Agenda Notes

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Agenda tab

  3. Click the Note button next to an agenda item

    1. All personal notes attached to the agenda item expand on the right side of the page

  4. Hover the mouse cursor over the time and date of a note

    1. The Edit button appears to the right of this

  5. Click the Edit button

    1. The Edit note menu appears

  6. Click the Trash button

    1. Delete note modal pops out

  7. Click OK

    1. Note is deleted

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