Edit minutes and add items
Add a missing item, move an item to the right type, delete one you do not need, and save the draft.
- For: All members
- About 4 min
What you need
- You have opened draft minutes. To correct an approved version, see Revise approved minutes.
- Any member who can open the meeting can edit and save the draft. Only the person who recorded this meeting can approve or regenerate it.
Steps
Press Edit to make the minutes editable
TipThe meeting information and the sentences of the text can be pressed and retyped in place, so while editing they do not take you to the statements.
CautionAn item with an empty Title cannot be saved.
TipWhen a Task becomes another type, its Assignee and Due move into Details.
CautionIf you delete one by mistake, opening the minutes again without saving brings it back, but your other unsaved edits go too.
CautionPressing an item’s Done alone does not save.
TipTo stop, press Cancel. If there are unsaved changes, you are asked “Discard the unsaved changes?” If you try to leave for another screen without saving, you are also asked whether to discard your changes.
An item you add yourself has no evidence (no statement it came from), but the record of who added it serves as its evidence, so once approved it can be sent like any other item.
When you finish
A successful save keeps your corrections in the draft, and the version the AI wrote stays as it was. It is not approved yet. After checking it, the person who recorded this meeting can approve it.
If something does not work
Meeting items or Add item is missing
With some templates, items appear inside each section of the minutes instead of by type. Then press Add item to this section in the section that needs the item. To add one inside a group, press Add an item to this group.
The screen says an item has no title
The fields of the item without a title open. Enter a title or delete that item, then save again.
The screen says the minutes were updated elsewhere and cannot be saved
This appears when another member or another tab saved or approved first. Pressing Load the latest version discards the unsaved edits on this screen. Note down what you want to keep before loading, then correct the latest content.
The screen says the draft could not be saved
Your edits remain on screen. Check your connection, then press Save (on a phone, Save as draft) again.
Related guides
Approve minutes
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