Bulk Add Notes

  • Updated on Jul 17, 2025
  • Published on May 8, 2025
  • 1 minute(s) read
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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 button 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:
    A text box 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. The notes have been bulk-added

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