Monday.com for note taking

Hi All, I’m currently using Bear for all my meeting notes, I really like it but don’t like having to jump between Bear and Monday.com - I’m considering using a Notes board and just having each task be a meeting note - is anyone else using it like this and can you provide any feedback? The goal would be to tag my notes and then reference the tags back to the projects - but open to suggestions!

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Following.

I am also in between tools here. I am using MDC for taking notes, but this is also a bit depending on wether there’s an internet connection or not (Using Monday.com Offline). Beside that I do not have a proper or fixed worklfow of the notes that I take.
Now I find myself taking notes in Notes (Apple), Mail (apple), Google Docs (offline mode is working here), and another bunch of tools.

When taking notes in Monday I write them on my ‘private’ board and create tasks out of them by copy pasting text into new items on project boards.
I used to have a group in projects board specially for notes. Didn’t work for me, cause the notes got a bit lost and never to be looked at again.

I think it’s really handy to set an easy to remember email address for one of your boards like “notes@youraccount.monday.com” and use email or share via email from your note taking app. This might work as a simple workaround for offline usage, as once online your email client will send your notes to monday.com.

Automations on target board will help you keeping track of new notes and possibly notify when you’re late in tiding them up.

Hope this helps!

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Thanks All, I’ve created a “Notes” board where I write my notes in the Update, use tags for the depts it involves, and list the people in the meeting under the text field. I kind of like it because I can tag others in my notes and I have a date column if an action is required - this doesn’t take the place of my actual note in a project board, but I like to have a brief summary of my meeting notes. I’m still really nervous to get away from Bear but I’m attempting to do all notes the next 2 weeks in Monday.com to see how it feels, I love working out of 1 app. The one (big) miss is that I cannot search text within the update, where in Bear I can search all notes. But we’ll see how big of an issue this is for me. I’ll update you all on how I’m feeling about it!

You can search updates, use the Magnifying Glass in the bottom left corner and under the search bar choose “Updates”

I just figured that out last night and was waiting for someone to correct me :slight_smile: thank you!

Hey @mdnetti! I think using monday.com for note-taking is a great idea and there are a bunch of ways to do it, so thanks for posting about this!

One other way I’ll mention is our new app, the online docs viewer :blush:

If you wanted to take notes there, you could use a file you hosted in Google Drive, Dropbox, or a similar platform to take notes directly in monday.com. What do you think? You can access it by going to where you would add a new board view, in the upper lefthand corner of your board.

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@TRB-monday.com I just tested it out. The new app is AMAZING and I like the functionality it provides. However, I take notes all day, every day, I practically live in meetings. The disconnect for me is where I jot notes down in meetings vs working on projects and tasks. I really like the idea of a feature that allows for extensive note taking, although I don’t mind using my tasks as the meeting note and I use tags for topic grouping and an open text field for attendees. The app allows single (or multiple) document uploads via a link, which is great if I want to attach 1 google doc and see it updated in Monday.com, but not realistic for me to use a link to connect with every note which would be multiple Google docs. I tried linking to a Google doc folder where I could keep my notes but it errored out.

Hey @mdnetti, got it, thanks for explaining all that to me! Glad you like the app but in this case I agree that it sounds like a better fit for your use case to use the item for meeting notes, the tags for topic and a text field for the attendees. Let us know if you come up with other any solutions as well—I’m sure other people would be glad to see them :blush:

I just started using the APP Online Docs View and its great for notes. One thing I noticed: there doesn’t appear to be a way to re-order the linked files in the far right hand column. Sort only applies to the Main Table from what I can tell. And Online Docs do not show up in the Main Table.
Solution or work around?

Thanks, but how do you take and organize multiple notes? For example, I like to take and tag notes for each meeting I’m in, which is about 5 per day :frowning:

Yikes - that’s a lot of meeting notes

I keep a running meeting notes / check list in google docs on a Notes Board. I just cross out and highlight work that’s been finished, completed or assigned. I roll it over to a new doc if 50% of the page is crossed so action items stay front and center.

If it is an exec level meeting, I add a pdf of the meeting notes to the updates on the Zoom Meetings page with the recordings. It’s in the updates so comments or additional notes can just be added in the update if needed.

Great feedback - thanks @Susan_Bolles!

Hi @mdnetti @Susan_Bolles and @Eltjo , my team at Meetly is working on a Monday extension for our notes automation tool. We’re trying to solve some of the notes issues that you described in this thread.

Our existing web app and Chrome Extension are powered by your calendar, so each calendar event gets its own meeting notes “workspace” where you can agenda items, notes, and action items. The idea is to then allow Monday users to link these meeting workspaces with projects in Monday, and create a board view in Monday that would show all the meeting notes associated with a particular board.

We’re still in the design phase, and we’re looking to talk to Monday users more about what they’d like to see. Let me know if you’d like to hop on a call.

Hi Jordan,
Thank you for reaching out.
I’m probably not the best use case as we haven’t been able to sync our google calendars to the degree we need to really integrate it with Monday. Other than our Zoom meetings, we just reference the calendar from our desktops with a separate Gantt chart.
One of the issues is we need tight control of specific blocks of time which Monday isn’t set up to do.

Looking at Meetly, I did have another project where I think it would have been useful. The only question I have is if meetly has or accommodates the equivalent of mondays Files view for attachments.

Would love to jump on a call to discuss, we currently don’t use Meetly but if that’s not a criteria then I can be available. Let me know!

Hi Mark, no need to be a Meetly user. We’re more interested in hearing about how you’re currently taking notes in Monday, and what kind of issues you’re running into. Go ahead and find a time that works for you for a call: https://calendly.com/jordan-at-meetly/design-chat

Thanks

Hi Susan,

One of the things Meetly does is automatically pull in incomplete action items. So, for example, if you have a recurring meeting, when you click on a new meeting instance for the first time, we’ll show you the items that came out of the previous instances that still aren’t finished. We also let you import the notes/agenda from a previous meeting just by clicking a button.

But I don’t want to get too bogged down in what the Meetly web app does, since we don’t want to limit ourselves when thinking about this Monday integration. We’re more interested in learning more about how people are using Monday and where the tool is lacking re: taking notes and keeping those notes organized with respect to meetings in your calendar and projects in Monday.

If you’re still interested, let me know. Or just go ahead and grab some time on my calendar: https://calendly.com/jordan-at-meetly/design-chat

Thanks

But yes, @Susan_Bolles, to answer your question, we do support files. You can either attach a file to an individual agenda or action item, or add a Files view to a meeting, so that you can have a group of files that are associated with a particular meeting.

That’s great to know. Thank you!