Folders are a great way to organize your meeting notes. Whether it be by meeting attendees, project, or type of meeting, folders allow you to group meetings into one space, share specific meetings with select members of your team and use chat functionality across meetings in that group (coming soon).
Creating Folders
From the sidebar
Click on the + button next to Folders in the left navigation sidebar
Configure the Folder: Choose a name, color and icon by clicking the yellow bordered Folder icon under New folder
From a meeting page
(Click ··· then Move to Folder and lastly New folder)
Moving meetings to Folders
From a meeting page
Click ··· then Move to Folder in the upper hand corner, and the folder already created that works best
You can choose a folder that exists, or create a New Folder from there
Drag & Drop
You can drag a capture onto a folder in the sidebar to move it there. Or if you have a folder open you can drag a capture right onto that
From the sidebar
Right click the meeting name in the sidebar to add to folders
Removing meetings from Folders
From a meeting page (··· → Add to Folder → uncheck folder)
You can remove a meeting you've added to a folder by clicking the folder to uncheck and remove
Drag and drop from the folders page
You can drag the meeting within a folder, back out to the sidebar
Right click, uncheck to remove from the folders page
Note: A meeting can only be added to one folder for now. You can rename and delete your folder if needed after creation.
💡 Staff Tip
Use Search to find a meeting by name and either right click, drag and drop or manually add the meeting to a folder in the upper right hand corner to save you time from scrolling!