HELP FILE

How do I take notes during a meeting?

    Organizers can manually take notes during a meeting and view them in their account after the session. If you are recording the meeting and have transcriptions enabled, you can have GoTo Connect's AI-powered Smart Assistant auto-capture meeting highlights and action items alongside your manual notes.

    Note: Only the scheduling organizer (the person who scheduled the meeting) can take notes during the session.
    About this task: You must be on the web or desktop app to take notes.
    1. Select Notes icon in the top toolbar.
    2. Throughout the meeting, take notes and tag and style them. There is a character limit of 2,048 per note and a limit of 200 notes per session.
    3. Close and open the Notes pane at any time during the meeting.Take Notes during the Session
    Results: Once the meeting is done processing, you'll receive an email with a link to your recording (if the session was recorded) or your notes and its content. Alternatively, you can view them in the Past tab of your account. View your meeting history and select the meeting to access your notes.
    Note: If you have transcriptions enabled and your meeting was recorded, they may be Smart Notes generated by GoTo Connect for you.
    View Meeting Notes