There are guidelines to running a great meeting. But when you are running your meeting, one of the most important aspects is that someone in the meeting should always take notes. Usually this should be someone who is not directly facilitating the meeting, as it is hard to do both. This is why we’ve added the ability to assign an assistant to your meeting.

As a Meeting Assistant, you are able to take notes for the topic in progress, as well as edit any existing notes on topics that have already been discussed. You can also add, edit and delete action items and decisions to any topic in the meeting.

Open up your attendee panel, and you will find a new dot menu when you hover over each attendee in the meeting.

Using this menu, you can make someone an assistant (please note that currently only one assistant can be assigned per meeting). They will then have this fancy icon next to their name to indicate their new status as an assistant.

You can remove someone as an assistant the same way you added them, through the dot menu in the attendees panel.

If you have any questions or suggestions, please feel free to use the feedback button in the app. Also, we’re always happy to hear from you directly — just schedule a 15-minute call with us using this link: https://calendly.com/instant-agenda/product-feedback

Mackenzie Fernandez

Developer at Instant Agenda
Mackenzie is a Colorado native that has a tool built for everything. She spends most of her time reading (a lot), hiking and organizing Nerf games.

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