Learn how to take meeting notes in Grow as a participant, and how to see other participants' notes.
Please note: this article applies to users with all roles.
Start by finding the meeting to which you've been added as a participant. Click Start, Find Meetings, then click View next to the meeting you're currently attending.
Tip: Look in the Date and Participants columns to make sure it's the right meeting.
This will open up the meeting template so that you may begin taking notes. Simply type in any text fields that show in the Discussion section in order to record your meeting notes.
For some meetings (i.e. meetings with several components), it may be helpful to see all of the host's notes at once, instead of looking at each component individually. Click Host Version in the right column, beneath Details, to see all of the host's notes in order.
There are a few additional tools available to you during a meeting as well:
- Files: Click the Files tab to see any resources other meeting participants have attached, and to add any additional files.
- Discussion: Click the Discussion tab to add comments and respond to other participants. All participants will receive a notification when something is added to the discussion. This is particularly helpful for pre-work or follow-up outside of the dedicated meeting time.
- My Action Items: In this tab, find your active and mastered Action Steps, Goals, and/or To-Dos.
When your meeting is finished, click Save & Exit in the bottom right corner of your screen. As long as the lower-left corner says Auto-Save: Connected you can also just close the tab and your notes will be saved!
Do you need more information?
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