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Live notes

Creating live notes during a moderated session

Chelsea avatar
Written by Chelsea
Updated over 2 years ago

Live notes help you capture important moments during moderated interviews.

Requirements

  • To access live notes, you will have to use the browser-based version of meetings (not the computer app)

Notes panel

The notes panel is placed on the right side of your screen.

You can move the notes panel to a different location by dragging and dropping the "Move" icon.

If the notes panel gets in your way at any point, you can collapse it by clicking "Minimize notes".

Start taking notes by clicking into the notes box. When you're ready to save the note, hit 'Enter'.

To edit or delete your note, click into the 3 dots menu.

Notes are timestamped so you can refer to that point in the video after the session. The counter will start when the first person joins the session.

Timesaver tip: If you want to flag a specific moment in the session, hit 'Enter' on your keyboard to create a blank note.

A few things to note (no pun intended!)

  • Participants will not be able to see the notes panel unless you are sharing your full screen or the specific browser tab that contains the meeting

  • The notes panel will not show up in the recording

  • At this time, you won't be able to see your teammates notes unless you refresh the meeting

After the session

Head to the Participants tab after the session to view or edit notes taken during the session. You can also take additional notes and create clips, highlights and tags.

Live notes are available on the Scale plan.

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