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Teams - Take notes during a meeting Tutorial

Take notes during a meeting in Teams by preparing the agenda in the invitation, adding attendees, and outlining topics, priorities, questions, and blockages. In the meeting notes, capture pre-existing context, key points, and decisions, updating them as discussion unfolds. Use the follow-up tasks to assign responsibilities and due dates, then review the agenda, notes, and tasks in the meeting chat summary after the meeting. This keeps the thread from start to finish and streamlines follow-up.

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Parteger

Available in Microsoft365

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meeting notes are used to prepare for the meeting,

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keep track of the exchanges,

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and then follow up on the actions decided.

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The point is not to wait until the start of the meeting to organize everything.

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You can already prepare the agenda,

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the first notes,

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and the follow up tasks directly in the invitation

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to get started,

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open calendar in the left bar,

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schedule the meeting normally,

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add the meeting title,

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and then add the participants.

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In our example,

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the meeting is called team meeting,

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and an attendee is added before preparing the content.

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Once you have filled in the main information,

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scroll down to the bottom part of the invitation.

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This space contains 3 important parts

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the agenda,

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meeting notes,

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and follow-up tasks.

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In the agenda section,

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add the topics that will guide the meeting.

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For example,

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you can specify a progress point,

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a priority validation,

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and then the questions or blockages to be addressed.

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The objective is not to write a long document.

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It is simply necessary to give a clear common thread

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so that the participants know in what order the meeting will progress.

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In the meeting notes section,

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add the information you already knew before the exchange.

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You can put the context,

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the important points,

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the decisions already made,

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or the elements that will need to be confirmed during the meeting.

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These notes can then be completed as the discussion progresses.

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Then scroll down to the follow up task part.

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Here prepare the actions that will need to be followed after the meeting

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for each task give a clear title

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such as finalizing a document,

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updating a schedule,

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or confirming availability.

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During or after the meeting

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you will be able to add a responsible person and a due date.

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When the preparation is complete,

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click send to forward the invitation

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at the time of the meeting,

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join the meeting as usual.

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Once in the meeting,

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look at the control bar at the top of the window,

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click notes.

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The notes panel opens on the right side.

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You automatically find the agenda,

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meeting notes,

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and prepared follow up tasks in the invitation.

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This is what makes this method practical.

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What was prepared before the meeting remains available during the exchange.

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During the meeting,

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use the calendar to keep track of the order of the topics.

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When a topic is covered,

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you can check it off

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or move on to the next point.

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In the meeting notes,

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add decisions,

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important information,

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and points that need to be covered later.

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Avoid sentences that are too long.

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Short notes are easier to review after the meeting

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in follow up tasks,

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complete actions with assignees and due dates.

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After the meeting ends,

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the notes don't disappear.

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Return to teams

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and then open the meeting chat

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at the top of the page,

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click summary,

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then open the notes section.

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You will find the agenda,

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the notes taken during the meeting,

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and the follow up tasks.

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Participants can thus look back on what has been prepared,

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what has been decided,

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and what still needs to be done.

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In summary,

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teams meeting notes allow you to keep the same thread from start to finish.

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Prepare the agenda before the meeting,

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complete the notes during the exchange,

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and then find decisions and tasks after the meeting.

Mandarine AI: WHAT YOU SHOULD KNOW

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