Create Meeting Notes Directly In Google Workspace Calendar

You can now create Meeting Notes (connected to your Google Workspace Docs) directly in your Bates Google Workspace Calendar without having to separately share the meeting notes with your guests or manually create a meeting notes document. 

Suppose you already have a meeting notes document for a previous or upcoming meeting in your Bates Google Workspace Drive account or if you would like to add a new meeting notes document to your meeting. In that case, you can easily attach and share these notes with your meeting guests directly from within Bates Google Workspace Docs.


Creating a Meeting Notes Document in Google Workspace Calendar

Step 1:


Step 2:

  • Create your event/meeting in your Bates Google Workspace Calendar account.
  • Click on the More options button.


Step 3:

  • At the bottom of the meeting details window, you will see an Add description box with a Create meeting notes button.
    • Click on the Create meeting notes button.
  • Click on the Save button.


Step 4:

There are two methods for accessing your Meeting Notes from your Bates Google Workspace Calendar.

Method 1:

  • Click on your event/meeting to open the event/meeting card.
  • Click on the title of your Meeting Notes.

 

Method 2:

  • Click on your event/meeting to open the event/meeting card.
  • Click on the pencil to view/edit your meeting details.

  • At the bottom of the meeting details window, you will see an Add description box with your Meeting Notes button.
    • Click on the title of your Meeting Notes.


Step 5:

  • Your Meeting Notes will open in Google Workspace Docs with the Meeting Notes template.


Attaching a Meeting Notes Document to a Previously Created Event/Meeting from Google Workspace Docs

Step 1:


Step 2:

  • Create a blank Google Workspace Docs document.


Step 3:

  • Type an "@" (at sign), and a drop-down menu will appear.
  • From the drop-down menu, click on Meeting Notes.


Step 4:

  • After the "@" (at sign), type in the event/meeting name to begin a search of your calendar.
  • Click on the event/meeting from the search results to add the Meeting Notes document to the event/meeting.


Step 5:

  • Press the Tab key to insert your Meeting Notes.


Step 6:

  • Click on the Accept button to attach your Meeting Notes to your event/meeting.


Step 7:

  • Return to your Bates Google Workspace Calendar.
  • Return to the meeting details window.
    • Your Meeting Notes from your Google Workplace Docs account will be in the Add description box with the Meeting Notes button.

 

Details

Article ID: 497
Created
Thu 10/14/21 12:13 PM
Modified
Mon 11/8/21 11:23 AM