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Home  /  Technology  /  Collaborative Meeting Notes in Microsoft Teams

Collaborative Meeting Notes in Microsoft Teams

April 24, 2023 Technology

Teams across Microsoft are coming together to provide tools that help make meetings more effective. More specifically, improving how you track what you want to discuss (Agenda), what you discussed/decided (Notes), and what you need to follow up on (Follow-up Tasks).

These capabilities are now integrated into the end-to-end meeting experience in Teams, Loop, Planner, To Do, Office.com, and OneDrive for Business.

Users within your tenant will see a Notes button during meetings that invoke these new capabilities. The meeting notes will be shown on the right pane of the meeting window with the ability to open them in the browser for more room or on a second monitor.

Participants can collaborate in real-time, create an agenda, take notes, and add tasks. When participants are assigned a task in the meeting, they will also receive an email notification and it will be synced with the Planner and To Do apps.

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Meeting organizers will also see an ability to add Collaborative notes before meetings, and to prepare by adding agendas or other materials in one place.

After the meeting, Collaborative notes will remain accessible for all participants on the Teams calendar meeting details page. The experience is a Loop component, so they can be copied easily out of the meeting and into chats, group chats, emails, and other documents. This makes prepping and follow-up even more seamless.

Nothing is required to prepare from your end. This capability will be enabled by default when it rolls out.

Note: the new Collaborative notes file will generate a Company Shareable Link (CSL) by default.

You can manage this feature via SharePoint PowerShell with:

Set-SPOTenant -IsCollabMeetingNotesFluidEnabled (boolean)

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Tags: Microsoft, Microsoft Teams, Technology
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