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🏷️ How to use Tags to Organize Your Meeting Summaries
🏷️ How to use Tags to Organize Your Meeting Summaries

How to use Tags to organize your meeting summaries so you can quickly recall past meetings to find insights

Taylor McLoughlin avatar
Written by Taylor McLoughlin
Updated over a week ago

Meetings eat up A LOT of our time, but without proper organization of summaries, valuable insights get lost.

That's why we built the Tags feature – tags help you categorize summaries so you can quickly find them later.

How we use Tags

Our team loves to use Tags to organize summaries by Meeting Type, such as Staff Meetings, Executive Leadership Team, Customer Calls, or 1:1s. Additionally, we use Tags to label summaries with Project Names so we can quickly filter summaries down to the essentials.

Here's how to use Tags

  1. Record a meeting then head over to your Drafts where all summaries go first

  2. Click 'Edit'

  3. Click into the Tags field and type your first tag

  4. Press 'Enter' to save the tag

  5. (Optional) Add more tags by typing into the Tags field

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