Read Time: 7 minutes
Answer me honestly. Have you ever remembered every tiny detail you and your team discussed in an online meeting? If you do, awesome. However, if you cannot, Microsoft Teams notes can help you. This built-in Teams feature allows you to create collaborative notes during a live meeting that every team member can access during and after the meeting.
Moving further, we will discuss how to take notes in Teams meeting and will also see how Copilot and the Facilitator agent can simplify taking and reviewing those notes.
How to Create a Meeting with Meeting Notes?
Achieving a productive meeting necessitates meticulous planning, thorough preparation, and effective organization. One approach to accomplish this is by establishing a meeting agenda along with a Microsoft Teams note taker.
Below are the steps to guide you in creating a meeting agenda and notes:
- Begin by planning your meeting: Create an agenda that outlines the topics you intend to discuss, the goals of the meeting & the expected outcomes.
- Prepare attendees: Share your agenda with all the users before the meeting to give them some time to prepare.
- Schedule your meeting: The next thing to do is to schedule the meeting. To create a new meeting, go to Calendar and tap the ‘New’ button.
- Add an agenda to the meeting: Under the Details tab, choose ‘Add an agenda’. This helps the participants to view & make changes to the agenda as necessary.
- Add notes or tasks: You can also add notes & tasks to the meeting to provide additional context & clarity to the agenda items.
- Send the meeting invitation: After all the necessary details are in place, select Send to the meeting invitation to all participants.
Read More: What to do if your Teams is not loading?
Adding & Changing the Notes in an Existing Meeting
Can we add & change Microsoft Teams notes in an existing meeting? Yes, you can. Look at the details below
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- Go to your Teams Calendar and select the meeting you want to edit.
- If the meeting is part of a series, select ‘View series’ to make changes to the entire series.
- Add or edit meeting notes or agenda items as necessary.
- Select ‘Send’ & ‘Update’ to save the final changes. The update you made will automatically appear to other members.
Important: At times, you may also face the issue of calendar missing in Microsoft Teams, so make sure your Teams is up-to-date.
It is crucial to know that changes made to the meeting series will apply to all future meetings. In comparison, changes made to a single meeting will only affect that meeting.
How to Access Take Meeting Notes During a Meeting?
Notes allow you to document important information, track progress, and stay on top of things. Here is how to take meeting notes during Teams meeting effectively.
- Firstly, join the Teams meeting.
- Click the Notes button to add a task, agenda, or notes now.
Read More: Reduce The Background Noise in Teams meetings.
How to Access Take Meeting Notes in Teams After a Meeting?
Microsoft Teams meeting notes are automatically saved. You can view the notes afterwards. Steps to access the meeting notes after a meeting are below:
- Navigate to the Teams Calendar.
- Choose the meeting whose notes you want to view.
- Select the option Expand meeting details.
- Tap on Details and click the Notes option to view Microsoft Teams notes.
Note: For event recordings, transcripts, shared files, notes, agendas, etc., you can use the Microsoft Teams recap feature. For this, in a selected meeting, click View event > View recap.
Can I Use an AI note-taker in Microsoft Teams Meetings?
Yes, you can, and you should. I mostly use the native AI tool Copilot to get help in meeting notes. However, depending on your needs, you can also try a third-party AI tool. For notes, Microsoft Teams offers Copilot and a dedicated agent, Facilitator. They both work as Microsoft Teams note takers.
Copilot
- Can summarize key discussion points from lengthy meeting notes.
- Helps increase team collaboration and work efficiency.
- Allows you to prompt and get real-time answers during the meeting.
- Generate AI-powered notes during live meetings.
- Can answer questions from meeting discussions.
- Create high-quality Word documents based on meetings.
Facilitator
Can I Migrate Microsoft Teams Meeting Notes?
Meeting notes migration depends on the Teams migration tool you are using. Since there is no reliable native tool from Microsoft that supports this data transfer from one Teams account to another, you must use a professional tool.
One tool that allows you to migrate meeting notes along with all other Teams components like 1:1 Chats, Channels, etc., is Kernel Microsoft Teams Migration. You can select and migrate the notes to any Teams user in the destination.
Winding Up
After reading this post, we hope you have a better understanding of what Microsoft Teams meeting notes are and how you can create or access them. If you are often involved in meetings, I also recommend you use Microsoft Copilot and Facilitator to simplify reading and understanding notes.
Moreover, in case you need to migrate Teams chats along with notes, you can opt for the Kernel Microsoft Teams Migration tool. You can use it without any technical expertise, and it supports all Teams subscriptions.
FAQs
Ans. Depending on the scope of the meeting, the notes could be saved in OneDrive or on a SharePoint site. You can find them through meeting Chat, Teams Calendar, and Microsoft Loop.
Ans. The Microsoft Teams meeting notes tab is replaced by meeting recap. Look for the recap tab, and if you cannot find it, look for Collaborative Meetings Notes.
Ans. There is no dedicated option to export notes from Teams meetings. However, you can share notes in Office.com. If your requirement is to export what you discuss in meetings, I recommend you to use live transcription in Teams.
Ans. To use sticky notes in Microsoft Teams, follow the steps below.
1. Tap on the Share Content option, then choose Microsoft Whiteboard.
2. Among the many options available, find the sticky notes option on the extreme right.
3. Tap on it and you can use the sticky notes in meetings now.
Ans. Meeting notes in Teams are not automatically private. They are only accessible to those who are invited to the meeting before the notes are created. But others can request access to the notes & the owner will receive an email notification.
