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How can I see the meeting related to a note?

Access and manage meeting-related notes easily in Teamflect. Follow these steps to find or create notes.

Written by Denzel
Updated over 5 months ago

If the note you have taken is related to a meeting, you can access that meeting from the "Notes" section.

Step 1

To access the meeting, click on the "Notes" section on the left-side menu.

Step 2

Then select the person whose note you want to view and click on it.

You can see the notes you have taken about the meeting on the page that opens.

Alternative Way

You can also reach the meeting page of the 1-on-1 meeting by clicking the "Go to meeting" button.

If you want to create a new note, you can do so by clicking the "New note" button.

Use Cases:

Use Case 1: Recall meeting context for follow-ups

When you write a note during a meeting and later want to revisit the discussion, you can go to the Notes section, select the person, and click the specific note. From there, you can click “Go to meeting” to open the meeting’s page. This helps you reconnect your note with the original meeting content without needing to search manually.

Use Case 2: Efficient navigation between notes and meetings

If you’re reviewing past notes and realize you need more meeting details (attendees, agenda, decisions), you can jump from the note directly into the meeting page via the “Go to meeting” button. This saves time instead of having to search for the meeting separately.

Use Case 3: Creating linked notes for future meetings

While reading or editing a note linked to a meeting, you can easily add more notes using the “New note” button on the same page. Because you're already in the context of that meeting, the new notes automatically connect to it, keeping your records organized and coherent.

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