A helpful but often overlooked feature in Teams is the ability to take meeting notes. Meeting notes in Teams gives you an easy place to capture and share notes before, during, and after a Teams meeting.

A few things to keep in mind:

  • Only people in the same organization as the meeting organizer will be able to start or access meeting notes.
  • Meeting notes are available in meetings with up to 100 people.
  • Only people who are invited to a meeting before notes are created will have access to them initially. Others can request access, and the owner of the notes will be notified via email.

Before the meeting 

To take notes before a meeting all you need to do is:

  • Go to Calendar cd.pngin your Teams Client

  • Select the meeting that you want to add notes to.

  • You should see the Meeting Notes tab, select that tab.

  • Select Take notes.

  • Add the agenda or other important discussion points. @mention people to get their attention or assign action items.


 
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Note: 

  1. Also, Calendar option is available only to the users who are on exchange online. We are still in progress of migarting users online and those who don't have this feature will be getting this option soon. However, you still have the option to take notes during the meeting.
  2. Pre-meeting notes are currently only available for meetings that don't take place in a channel.
  3. There must be at least one attendee added to the meeting invite for the tab to become available.

 

During the meeting

 Let's say you've already started a meeting and you're looking to take some notes. To take notes during a meeting, you will need to do the following:

  1. Once you're in the meeting, go to More actions ellipses  ee.png in your meeting controls.
  2. Select Show Meeting notes mm.png
  3. If you haven't taken any notes yet, select Take notes. Otherwise, start typing your notes. Use the controls at the top of the panel to format the text.
  4. To add a new note, select Add a new section here. Use @mentions to draw someone's attention to a specific note or assign an action item.

 

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  5. Whoever is the first person to add a note in that meeting will have a post generated on their behalf indicating notes have been created for that meeting.

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Notes: 

1. If you've enabled the new meeting experience, meeting notes will open in the main Teams window (rather than the meeting window).

2. When you first add a note, a message will be posted on your behalf in the meeting chat.

3. In a recurring meeting, the notes persist from meeting to meeting. Each recurring meeting will become a new section in the meeting notes.

 

After the meeting

Let's say you are done with the meeting but you're trying to remember something covered from the meeting. If you want to access notes from a channel meeting, you'll need to do the following:

  1. Go to the channel where the meeting occurred
  2. Find the respective meeting
  3. You'll notice there is a post created when someone creates meeting notes for the meeting. Select Show notes in full screen.

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You can access notes from a private meeting by doing the following: 

  1. Go to Chat cc.png icon.
  2. Find the meeting chat in your chat list
  3. Select Show notes in full screen

The meeting notes open in a Wiki tab that you can read or add to. Edit and format the tab just like you would any other Wiki tab.

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