Bulk Add Notes

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This article will show you how to bulk-add notes to multiple items or sections. The notes feature allows you to add notes to multiple items or agenda sections, with options to multi-select and select all options.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:

    An example agenda tile in the Meetings module.

  4. Click the Select button to edit agenda sections and items:
    A white, rectangular Select button.

  5. Click the Select All button to add notes to all items and sections:
    A white, rectangular Select All button that can be clicked to auto-select all items on the agenda.

  6. Or click checkboxes next to specific items or sections to only add notes to those options:
    Example agenda section and item checkboxes.

  7. Click the Note button:
    A white, rectangular Note button.

  8. Enter notes for all desired items and sections:
    Text boxes in the Note column on the Add Notes modal.

  9. Click the Add Notes button to add notes to the selected items and sections:

    A green, rectangular Add Notes button in the bottom-right corner of the Add Notes modal.

  10. Click the Back to Agenda button to return to the Agenda View

    The gray, rectangular Back to Agenda button below the meeting name which can be clicked to return to the Agenda View.

  11. The notes have been bulk-added