Customize Minutes in Real-Time (Collaboration Mode)

With the new Customize Minutes in Real-Time feature, you can edit, style, and collaborate on meeting minutes directly during your sessions. This makes note-taking faster, clearer, and more engaging for everyone.

❓ What is this feature?

This feature allows admins and participants to personalize their meeting minutes while collaborating in real-time. You can highlight key points, add colors, insert images, and even include tables for structured information. All changes are visible instantly to other editors, ensuring smooth teamwork.

• ✅ Style your notes with colors, highlights, and custom formatting.
• ✅ Add tables, images, and pasted content from Office/Google.
• ✅ Collaborate live — edits appear instantly to all editors.
• ✅ Undo/redo actions and view previous versions (when enabled).
• ✅ Push customizations across the entire meeting (agenda + minutes).

✍ How to use it

Step 1: Open your meeting minutes

Go to your meeting in the Board Portal and open the Minutes tab. You will see the new collaborative editor interface.

Step 2: Start customizing

• Select text and choose highlight or color options from the toolbar.
• Click the table or image icon to insert structured content.
• Paste content directly from Word or Google Docs — formatting is preserved ✨.

Step 3: Collaborate in real-time

Multiple admins can edit simultaneously. Changes are synced instantly, so you always work on the latest version without overlaps.

Step 4: Apply to the whole meeting

Use the customization options to push styles and edits across agenda sections and all meeting content for a consistent look.

⭐ Benefits

• Efficiency: 80% of your minutes can be ready to share by the end of the meeting.
• Clarity: Highlights, tables, and visuals make your notes easy to read.
• Engagement: Real-time collaboration keeps participants active and aligned.
• Control: Undo/redo and version history help you stay in charge.

⚠️ Limitations

• Track changes and version history are available only if enabled by your admin.
• Some advanced formatting may differ when exporting minutes to Word/PDF.
• Requires an updated browser for the best experience (Chrome, Edge, Firefox, Safari).

✌ Tips & Best Practices

• Use color highlights sparingly for maximum impact.
• Keep tables simple for readability.
• Review minutes together at the end of the meeting to finalize instantly.