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.
Creating Projects
From the sidebar
Configure the Project once you click Create: Choose a color by clicking the Folder icon next to the project name
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
Removing meetings from Projects
Go to the Project
Click Sources
Click the Trash icon to remove from Projects
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
You can find meetings within a project under the Sources tab and different queries or tasks (under What can I do for you?) that you've run under the Tasks section to stay better organized