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Why use Notes
The Notes tool gives you a dedicated space to capture ideas, action items, and key takeaways during a call. Notes are saved automatically and linked to each session, so nothing gets lost once the meeting ends.
Use Notes to:
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Stay organized: Record important points without switching between apps.
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Save context: Keep notes tied to their meeting, making follow-ups faster and more accurate.
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Turn ideas into action: Reference your notes later to create tasks, assignments, or summaries.
1. Open Tools
2. Click 'NOTES'
3. Click 'CREATE NEW' button
4. Name Your Note
5. Click 'CREATE' button
6. Click In The Editor To Type Notes
7. Select Font
8. Text Style
9. Font Size
10. "B" Bold Font
11. "I" Italics
12. Underline Text
13. Strikethrough Text
14. Font Color
15. Text Highlight Color
16. Subscript
17. Superscript
18. Text Alignment
19. Create Quotes
20. Format Code
21. Numbered List
22. Bullet List
23. Check List
24. Indent Text Right
25. Indent Text Left
26. Typing Direction – Right to Left
27. Typing Direction – Left to Right
28. Insert Hyperlink
29. Insert Image
30. Embed Video
31. Insert Formula
32. Insert Table
33. Choose Table Size
34. Clear Formatting
35. Save Note (Notes Autosave)
36. Export As PDF
37. Share Note With Guests (Shared Notes Are Currently Read Only For Guests)
38. Click 'AI Assist' button
39. Choose AI Prompt To Analyze Note and Enhance
40. Close Notes
