---
title: Personal Agenda Notes
description: Learn how to add and view private notes to an agenda
---

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# Personal Agenda Notes

## Learn how to add and view private notes to an agenda

---

### TABLE OF CONTENTS

#### I. [Introduction](https://docs.boardable.com/knowledge/personal-agenda-notes#introduction)

#### II.[Admin — Add Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#admin-add)

#### III. [Admin — View Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#Admin-view)

#### IV. [Admin — Edit Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#admin-edit)

#### V. [Admin — Delete Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#admin-delete)

#### VI. [Member — Add Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#member-add)

#### VII. [Member — View Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#member-view)

#### VIII. [Member — Edit Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#member-edit)

#### IX.[Member — Delete Personal Agenda Notes](https://docs.boardable.com/knowledge/personal-agenda-notes#member-delete)

---

### I. Introduction

Agenda notes can house information and questions about agenda items, which should not be visible to anyone else with access to the same document.

### 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](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
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*

   ![agenda-notes](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes.png?width=341&height=400&name=agenda-notes.png)
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

               ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)

### 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](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
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

                       ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)

### 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](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
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

        ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)
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

        ![agenda-notes-edit](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-edit.png?width=383&height=200&name=agenda-notes-edit.png)
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

        ![agenda-notes-save](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-save.png?width=389&height=200&name=agenda-notes-save.png)

### 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](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
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

        ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)
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

        ![agenda-notes-edit](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-edit.png?width=383&height=200&name=agenda-notes-edit.png)
5. Click the **Trash** button

     1. *Delete note* modal pops out
        
        ![agenda-notes-delete](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-delete.png?width=389&height=200&name=agenda-notes-delete.png)
6. Click **OK**

     1. Note is removed

### VI. Member — Add Personal Agenda Notes

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

Navigate to the meeting page

1. To learn how to do this, please see [Related Articles](https://docs.boardable.com/knowledge/personal-agenda-notes#related)

1. Click an item on the agenda

     1. *My notes* menu opens on the right side of the page
2. Click into the text box labeled *Add a note...*
   
   *![agenda-notes](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes.png?width=341&height=400&name=agenda-notes.png)*
3. Add desired text

     1. The following formatting options are supported

            1. Bold
            2. Italics
            3. Bulleted list
            4. Numbered list
            5. Hyperlink
4. 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

               ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)

### VII. Member — View Personal Agenda Notes

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

Navigate to the meeting page

1. To learn how to do this, please see [Related Articles](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
2. Click the **Note** button next to an agenda item
3. All personal notes attached to the agenda item expand on the right side of the page
4. The information below is displayed alongside each note:

- - Date note was added
    - Time note was added

      ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)

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](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
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

        ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)
3. Hover the mouse cursor over the time and date of a note

     1. The **Edit** button appears to the right of this

        ![agenda-notes-edit](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-edit.png?width=383&height=200&name=agenda-notes-edit.png)
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 7 are saved

        ![agenda-notes-save](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-save.png?width=389&height=200&name=agenda-notes-save.png)

### IX. Member — Delete Personal Agenda Notes

To delete a personal agenda note as an agenda: 

1. Navigate to the meeting page

     1. To learn how to do this, please see [Related Articles](https://docs.boardable.com/knowledge/personal-agenda-notes#related)
2. Click the **Agenda** tab

   ![agenda-top-nav-menu](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-top-nav-menu.png?width=500&height=118&name=agenda-top-nav-menu.png)
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

        ![agenda-notes-icons](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-icons.png?width=347&height=200&name=agenda-notes-icons.png)
4. Hover the mouse cursor over the time and date of a note

     1. The **Edit** button appears to the right of this

        ![agenda-notes-edit](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-edit.png?width=383&height=200&name=agenda-notes-edit.png)
5. Click the Edit button

     1. The *Edit note* menu appears
6. Click the **Trash** button

     1. *Delete note* modal pops out

        ![agenda-notes-delete](https://docs.boardable.com/hs-fs/hubfs/1%20Knowledge%20Base/agenda-notes-delete.png?width=389&height=200&name=agenda-notes-delete.png)
7. Click **OK**

     1. Note is deleted

---

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