Projects are a great way to organize your meeting notes. Whether it be by meeting attendees, project, or type of meeting, projects allow you to group meetings into one space, share specific meetings with select members of your team and use chat functionality across meetings in that group (coming soon).
Creating Projects
From the sidebar
Click on the + button next to Project in the left navigation sidebar
Configure the Project: Choose a name, color and icon by clicking the yellow bordered Folder icon under New folder
From a meeting page
(Click ··· then Move to Project and lastly New Project)
Moving meetings to Projects
From a meeting page
Click ··· then Move to Project in the upper hand corner, and the folder already created that works best
You can choose a folder that exists, or create a New Project from there
Drag & Drop
You can drag a capture onto a project in the sidebar to move it there. Or if you have a folder open you can drag a capture right onto that
From the sidebar
Right click the meeting name in the sidebar to add to Project
Removing meetings from Projects
From a meeting page (··· → Add to Project → uncheck project)
You can remove a meeting you've added to a project by clicking the project to uncheck and remove
Drag and drop from the folders page
You can drag the meeting within a project, back out to the sidebar
Right click, uncheck to remove from the project page
Note: A meeting can only be added to one project for now. You can rename and delete your folder if needed after creation.
💡 Staff Tip
Use Search to find a meeting by name and either right click, drag and drop or manually add the meeting to a project in the upper right hand corner to save you time from scrolling!