Browse all past meeting notes
Really hope this will be done soon.
marked this post as
Changing the status from "planned" to "open" as we are no longer using the "planned" status to better manage expectations.
This remains something we are committed to building, we're just not sure exactly when.
Once we start actively working on this we will update the status to "In progress".
Merged in a post:
Store Task Notes somewhere for easier search and retrieval
I often take notes on tasks, which disappear when the task is completed. It would be great to store the notes on tasks and have them searchable and viewable somehow.
- I have a task to make travel plans and would like to just write the travel ideas in the notes for the card. I don't use the notes feature because I know that the notes will be lost and instead have to use another program to take the notes.
- I am using Sunsama to plan tasks and user stories with my software development team. We often use the notes section to update requirements, paste code snippets etc. but again the notes are more or less lost once the task is completed.
Some possible solutions:
- Integrate with a few common notes programs so that each task creates a note with the relevant metadata (title, date, owner, due date). Have a bidirectional link between sunsama and the note-taking program.
- Improve the notes module inside of Sunsama so that it has some light features present in other note-taking programs. Have a 'notes view' where the user can see all of the notes from all of their tasks. Allow them to be filtered by date, task owner and a few other criteria.
As part of this, can we also have the ability to export the meeting agenda and action items directly into Google calendar event notes? Right now you can only export the link or share via email which doesn’t work well for non-app users. Thank you.
Also would really love the ability to either export notes or sync with notes apps like OneNote/Evernote/Notion! I just tried to simply copy and paste some meeting notes into OneNote and found I had to copy each paragraph individually--not ideal.
Kelsey Zimmerman: Seconding this and adding -
Formatted notes exportable to .docx or .txt would be super handy.
Direct file export adds flexibility to the "Meeting Summary Email" format.
Carry over of talking points and Action items from the previous meeting.. similar to what Fellow app does - https://fellow.app/use-cases/meeting-notes-app/
An improvement for this has been released, though not directly this functionality. We have a new search, in which you can filter for meeting notes only, and it'll match their contents, not just titles.
Bruno Bernardino: Thanks for the update, this is great. I notice on some of my task titles it doesnt always pick up the search, i.e. can caps sensitivity be removed? Also sometimes when i have a string of say 3 words, if i seach all together it finds it, the first two it does as well but in this case when i do the 3rd word it doesnt pick up the word in search (cap or no cap).
Mark Zilner: Thanks, Mark! We've decided to keep the search case-sensitive for now as in our beta run it yielded better results than when it was case insensitive. As for search not matching, a support request might be more appropriate so we can get some screenshots and debug.
Bruno Bernardino: please see screenshots below.
Mark Zilner: Thanks Mark, I'm working on trying to improve this, this week.
For privacy concerns, you might want to delete the screenshots above, since the comments here are public.
Love to see markdown notes that maintain a link to events or tasks but are searchable and downloadable. For example search all meetings with a person or all notes on a project.
Wow. awesome if possible.
I’m thinking that a hashtag could be connected to the headings of different notes under that same hashtag.
So If I click the hashtag I can see the list of titles of all the notes under that hashtag and identify the one I’m looking for quickly.
(I don’t think this is a good solution for recurring notes though.) 🤔