Keep meeting notes

Meeting notes are where you write down what was said and agreed with your builder, designer or anyone else, while you still remember it. A title, a date and a few lines is enough.

Add a meeting note

1. Open Meeting notes, under Notes in the sidebar. On a phone, tap More.
2. Click Add a meeting note.
3. Enter a Title, such as who it was with or what it was about, then the Date and the Note.
4. Click Save note.

The note appears at the top of the list, newest first.

Read, change or remove a note

Click a note in the list to read it in full. From there, use Edit note to change it, or Remove note to delete it. Saving a change reads Save changes. After a removal, click Undo in the message at the bottom of the screen. It stays for about 10 seconds.

Search your notes

Type in Search your meeting notes. The search looks through titles and the text of every note, and the list shows how many notes matched. Click Clear the search to see them all again.

Meeting notes can go into a document you share. See Make a PDF to share.

Troubleshooting

• The page says No meeting notes yet. Click Add a meeting note to write the first.
• A search finds nothing. The page reads No notes mention and your word. Try a shorter word or part of a name.