# Meeting Notes

## Starting a new Meeting Note

Within the Meeting Notes section, click on the + sign in the bottom right corner of the screen.

<figure><img src="/files/9XOn3hah5Dw5twI6SZOx" alt="" width="375"><figcaption></figcaption></figure>

A pop-up menu will appear. Name the meeting and include the attendees by clicking on their avatar. Hit Create.

<figure><img src="/files/WwhklOal01HBLwBfBr4b" alt="" width="375"><figcaption></figcaption></figure>

Your new meeting notes will appear and you can start typing.&#x20;

Because CollabMind is a cloud-based program, your notes will automatically save; no additional action is required. Once you've completed typing the notes, click the left arrow to return to the main list of Meeting Notes.

## Formatting and Add-Ins

At the bottom of the screen you will see a menu bar.&#x20;

<figure><img src="/files/h6dra5je7yxW7Q6IVsEM" alt="" width="375"><figcaption></figcaption></figure>

This offers formatting and additional features. The formatting options within this bar you can achieve by: &#x20;

* highlighting the text and then clicking on your desired format
* click on the format you want and then continue typing. All text following will be in that format until you unclick.

## The + sign&#x20;

The + sign within that menu bar pulls up additional formatting features like pre-sized headings and list options.&#x20;

<figure><img src="/files/grzMS7zCI34mEsoket05" alt="" width="375"><figcaption></figcaption></figure>

Clicking on these options will change the text you type after that to follow the chosen format.&#x20;

Hitting return / enter twice will take you back to the normal text function.

## Adding a To-Do

Rarely do we leave a meeting without action items. In CollabMind you can quickly add a to-do item directly from the Meeting Notes.

Highlight the text that you want to convert to a to-do item and hit "ToDo".

<figure><img src="/files/buMrGA9TN5s0BtV2XzAa" alt="" width="375"><figcaption></figcaption></figure>

The To-Do List screen will appear. You'll notice that the text is already filled in for you. Choose the one responsible for the task and add any other To-Do List feature appropriate. Hit "Add to-do" button at the bottom of the screen.

<figure><img src="/files/jf0BIIdyMQE8PqUI2wHk" alt="" width="375"><figcaption></figcaption></figure>

You'll be taken right back to the Meeting Notes screen and the To-Do List is now saved.

## Including an image

An image can be included in the Meeting Notes by clicking the photo icon. Place the curser where you want the file inserted and click the "image" button on the toolbar.

The pop-up will appear asking where to find the file.&#x20;

<div><figure><img src="/files/IWud1ixp7sq8JQRlXVCc" alt=""><figcaption></figcaption></figure> <figure><img src="/files/Z7dPsviWZvrWBwNPmcKi" alt=""><figcaption></figcaption></figure></div>

## Editing Notes After the Meeting

Editing can be done to notes at any time by any user. To edit, click on "See All" on the main Meeting Notes screen. This will take you into the note and then editing or additional note-takign can be done. It is important to note that you have to go into the Note itself for your edits to save; do not type from the main note list screen.

<figure><img src="/files/VVTTaTu8TIYCnlCaqQB1" alt="" width="563"><figcaption></figcaption></figure>

## Lock Function

Meeting Notes are interactive in that any user can modify them.

The user who initiated the Meeting Notes is able to lock them from changes. At any time the notes can be unlocked by that user and then any user is able to edit. The lock toggle will be visible to the note creator. A red lock indicates that no changes can be made. A green lock  means that the notes is open for any user to edit.

<figure><img src="/files/21KoyUBHMAyjYCfr4PjB" alt="" width="563"><figcaption></figcaption></figure>


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