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Editing and Working on Meeting Notes with Team
Notigo supports team collaboration, turning meeting notes into a dynamic tool for teamwork rather than just static information storage. Here's a detailed guide on how to efficiently share and edit meeting notes with your team:
Real-Time Collaboration Features
- Simultaneous Multi-User Access:
- Once a new meeting notes page is created, team members can access and edit the notes simultaneously.
- Real-Time Participant Display:
- The upper-right corner of the page shows who is currently viewing or editing the notes with you in real time.
Editing Experience Like Notion
- Familiar Editing Interface:
- The editing experience in notigo is similar to Notion, supporting most common editing functions.
- Flexible Editing Options:
- Directly type anywhere on the page or use "/" to bring up the editing menu.
- Highlight text to trigger a floating editing toolbar for quick actions.
Sharing Meeting Notes
- Share via Link:
- Click the Share button on the top menu of the page.
- Generate a shareable link and send it to team members or external collaborators.
- Set access permissions (view-only or editable) to ensure security.
- Email Sharing (Coming Soon):
- Enter recipients' email addresses, and notigo will send the meeting notes directly to their inboxes for quick access.
- Sharing with External Partners:
- Protect sensitive information by adding password protection or setting an expiration date for shared links.
Downloading and Archiving
- Export Notes:
- Export meeting notes in PDF, Word, or TXT formats for archiving or distribution.
- Cloud Storage:
- Save notes directly to cloud platforms like Google Drive or OneDrive for cross-device access.
- Archiving Old Notes:
- Archive notes that are no longer frequently accessed to keep your dashboard tidy while retaining them for future reference.
Use Cases
- Project Team Collaboration: Share real-time meeting notes to ensure all members have the latest information.
- Cross-Department Communication: Use shared meeting notes to reduce information loss and improve collaboration efficiency.
- External Communication Records: Share key meeting details with clients or partners for clear and transparent communication.
Quick Tips
- Focus on Permissions: Set strict viewing and editing permissions for sensitive meeting notes to protect data security.
- Regularly Clean Up Notes: Archive or delete old records to maintain an organized workspace.
- Template-Based Sharing: Use standardized templates for shared files to enhance professionalism and consistency.
With notigo's collaboration features, team members can easily access, edit, and share meeting notes, maximizing the value of meeting content and improving team productivity!