Keep meetings organized and effective with meeting notes.   With Teams you can add agenda items, take notes, and record tasks (Action Items) for others to see and edit directly in Teams. Once added, Meeting notes can also be shared and edited in Office.com.  


For the best experience, we recommend editing notes before or after a meeting from your Teams Calendar.  


NOTE:

People who are not directly invited to a meeting might have limited access to its meeting notes.

Meeting notes must be enabled before or during the meeting.



Before a Meeting


Plan your meeting and help your attendees prepare by adding agenda items before you meet.

Others will be able to see and contribute to your Agenda. Attendees can see changes to notes as soon as they are made.  


To create a meeting with meeting notes:

  • Go to your Teams Calendar
  • Select + New meeting to schedule a meeting
  • In Details, select Add an agenda others can edit
  • Add an agenda, notes, or tasks
  • Select Send, then Participants will receive an event invitation with the meeting notes attached


To add or or change meeting notes in an existing meeting:

  • Go to your Teams Calendar
  • Select the meeting you want to add meeting notes to
  • If the meeting is part of a series, select View series to make changes to the entire series
  • Select Send
  • Select update to save changes.


NOTE:

Changes to a meeting Series will be applied to ALL FUTURE meetings in that series

Changes made to a single meeting will only affect that meeting


HINT:

Add at least one Agenda Item before a meeting!  .

So that if no notes are recorded during the meeting, the notes feature is available for you to record notes in retrospective after the meeting.




During a Meeting


Collaborate during a meeting by recording the agenda, tracking important details, and recording tasks.

Anyone in the meeting can add, or edit the meeting notes.  Changes can be seen live as they are made in the meeting.


To Add Meeting Notes during a meeting:

  • Join your Teams meeting
  • Select Notes, Meeting notes button
  • Add an agenda item, notes, or tasks
  • Assign agenda items and tasks to specific people in your meeting by @Mentioning them



After a Meeting

Meeting notes are saved automatically and can be viewed and edited after the meeting ends.

The Meeting notes feature MUST be enabled before or during the meeting - the feature cannot be started after a meeting ends.


To access meeting notes after a meeting:

  • Go to your Teams Calendar
  • Select the past meeting you want to view notes in
  • Select Expand meeting details
  • Select Details > Notes, Meeting notes button
  • Select Send update to save and send changes



Meeting Notes Recap


NOTE:
Available Only to the Meeting Organizer 


To get a more detailed breakdown of your meeting in recap, you can access meeting notes, transcripts, and more.


To access meeting notes in recap:

  • Go to your Teams calendar
  • Select the past meeting you want to view notes in
  • Select Expand meeting details
  • Select Recap > Notes