Skip to content
English
Get more support
Create a Bloom Growth account
  • There are no suggestions because the search field is empty.

Meeting Notes - Add, Re-title and Delete

Note Pages are a helpful feature in Bloom Growth for storing additional information you may want to reference during a meeting. These notes can be viewed directly within your Meeting Workspace, keeping everything you need close at hand.

How to Use Note Pages in the New Meeting Experience (Bloom Beta)

To add a Note from the Meetings List:

  1. Click Meetings List in the left sidebar.
  2. Select the meeting where you want to add the Note.
  3. Scroll to the bottom left of the Agenda and click Meeting Notes.
  4. Choose +Add New Note to create a new one, or select an existing note to view or edit.
    • Enter a title and details for the note. The information will be automatically saved.

Add or view Notes directly from the Meeting Workspace:

  1. Click Workspace at the top of the page, next to Meeting.
  2. Scroll down to Notes in the center-bottom section of the page.
  3. Click +Add New Note to create a new note or click the title of an existing note to review or edit it. You can sort Notes by newest or oldest entries for easy access.

Important Information

  • Note Pages are designed to store additional information and do not replace the regular notes available for KPIs, Quarterly Priorities, To-Dos, O&O, or Headlines.
  • Please be cautious when using the trash can icon—if a Note is deleted, the information is permanently lost, as there is no Archive option for Notes.

Create a Note in the Legacy Version of Bloom Growth 

Outside of a meeting

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Meeting Archive.
  4. Click Notes along the top.
  5. Click Add Note.
  6. Give your Note a title and click Save.

During a meeting

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Meeting Archive.
  4. Click Notes along the top.
  5. Click on your note to expand it.
  6. Click on the title.
  7. Update the title (click away to exit editing).
  8. Your title is automatically saved and updated.

Re-title a Note

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Meeting Archive.
  4. Click Notes along the top.
  5. Click on your note to expand it.
  6. Click on the title.
  7. Update the title (click away to exit editing).
  8. Your title is automatically saved and updated.

Delete a Note

Warning

Once deleted, a note cannot be restored. You may want to export the data before deletion.

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Meeting Archive.
  4. Click Notes along the top.
  5. Click on your note.
  6. Click the trashcan icon on the right.

Other Actions

Important Information

If you have the note tile pulled up on your Workspace, it will not disappear after you delete the note following the steps above. You must delete the note tile on your workspace by clicking the three dots located at the top right of the tile.