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Meeting notes

Keep a written record of meetings with parents or staff and what was agreed.

1 min readCommunication → Meeting notesFor: School admin
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Use Meeting notes as a simple log. After a meeting, add a note with a title, what was said and any follow-up. Notes are for the school's own records and are not sent to anyone.

What you see on this page

  • A table with Title, Tag, Notes, Date and row actions.
  • An Add meeting log button, for school admins.
  • Edit and Delete icons on each row, for school admins.
  • Page links at the bottom when there are many notes.

Add a meeting note

  1. Click Add meeting log.
  2. Type a Title, for example Parent meeting: Grade 7.
  3. Add a Tag (optional, such as Follow-up). Tags help you group notes, and the Charts page counts notes by tag.
  4. Pick the Meeting date (optional).
  5. Write the Notes (optional, up to 4000 characters).
  6. Click Add meeting log.

Edit or delete a note

  1. Click the pencil, change the fields and click Save changes.
  2. Click the bin and confirm to delete the note.