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How can I keep track of meeting notes in my Airtable timeline?
How can I keep track of meeting notes in my Airtable timeline?

Adding meeting notes to Airtable

Theresa avatar
Written by Theresa
Updated over 2 months ago

Each client has a project in Airtable titled AA General where you can manage meeting notes. To do this:

  1. Manually add a task named Meeting Notes (or a similar title) in the AA General project.

  2. Use the task's notes area to type your meeting notes directly, or include a link to a Google Doc for more detailed reference.

  3. To keep notes organized and consistent, set the task to auto-repeat by selecting the appropriate option under the Recurring Task drop-down. You can choose to repeat weekly or monthly, depending on the meeting schedule.

This method ensures your meeting notes are easily accessible by you and the client.

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