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Meeting Notes

Take down your meeting notes and assign next steps directly in Hive

Erin Gouveia avatar
Written by Erin Gouveia
Updated over a week ago

Hive Notes allows you to take meeting notes, assign follow up items, and track the progress of next steps directly in Hive. 

Actions created from notes automatically become action cards that can be placed in a project and link directly back to the note. 

Create and format notes

1. Click on "Notes" to open your notes panel
2. Click "New note" to create a new note

3. Add your notes!
4. To format them, highlight text and a toolbar will appear with formatting options. 

Want to format notes quickly? Here are keyboard shortcuts:

Assign actions in your note

Notes are great for team status or client meetings! While taking notes, you can create actions to ensure accountability.

  1. Highlight text

  2. Click checkmark button to make the text an action

  3. Add assignee, due date, and/or project

  4. Click the expand button to see the full action card

  5. Click the blue link at the bottom of the card to go back to your note

This way, you can keep context and next steps in one place. Return to the note at your next meeting to ensure all items have been completed.

Add table to your note

You can also add a table to your note. To do it, click on the blue '+' in your note, and select 'Add Table'.

To add more rows or columns or remove them, click into any table cell and you'll see a little icon in the top right corner. Click that icon to open the table menu. You can delete your table from that menu as well.

Organize notes based on projects

Notes can be grouped by project. At the top of a note, you can select the project it belongs to. When you assign a note to a project, it will be placed in the project folder along with the other notes associated with that project.

To navigate project folders for your notes:

  1. Open your Notes panel

  2. Click "Projects"

  3. Navigate to the project folder for your corresponding notes

Pin a Note

Notes can be pinned so your most accessed Notes can be easier to find! To pin your Notes, simply click on the Pin icon!

Access a Note in a project

Using the new Tabs feature, you can now add a Note as a Tab!

To place a Note as a Tab, you can click the (+) Click new view, click Notes, then choose Add. From there, you can choose the Note that you want to add as a Tab.

Changing the Note Owner

To change the owner of the Note, you can click on the Share, click "Full Access", then click "Make Note Owner"

Move action to the next meeting entry

To move an action card from a previous entry to the next entry in Hive Meeting Notes, you can follow these steps:

  1. Navigate to the meeting notes entry that contains the action card you want to move.

  2. Right-click on the action card you want to move.

  3. Select "Move to next entry" from the dropdown menu that appears.

  4. The action card will be removed from the current entry and added to the next entry.

Using a Note Template

To use a Note template, you can follow these steps:

  1. Click on the 3 dots in the Note

  2. Click "Apply template"

  3. Choose which template you'd like to use

  4. Click "Apply template"

Saving a Note Template

To save a custom Note template, you can follow these steps:

  1. Click on 3 dots in the Note

  2. Click "Save as template"

  3. Type the name of the template

  4. Click "Create"

Editing an Existing Note Template

To edit an existing Note template, you can follow these steps:

  1. Apply the template you want to edit

  2. Make the changes

  3. Save the Note as a template

  4. Delete the original Note Template

Deleting a Note Template

To delete a Note template, you can follow these steps:

  1. Click on the 3 dots in the Note

  2. Click Apply Template

  3. Hover over the template you want to delete

  4. Click on the trash bin icon to delete the template

  5. Click Delete

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