How to Add Routine Meeting Notes in the Assignments Tab

Create Meeting Agenda Templates to be re-used per meeting topic

How to Add Routine Meeting Notes in the Assignments Tab

1. Navigate to the Assignments Tab:
   Start by accessing the Assignments tab in the student’s folder. You’ll see a round blue menu icon with an orange halo in the lower-right corner.

2. Select "Add Routine Meeting Notes":
   Click on the blue menu icon, and from the options presented, select "Add Routine Meeting Notes."

3. Access the Routine Meeting Notes Bank:
   Once selected, the Routine Meeting Notes Bank will open, displaying all the meeting note templates you've previously created and saved in the Settings menu.

4. Apply a Routine Meeting Note:
   In the Routine Meeting Notes Bank, you’ll see a list of banners representing the meeting note templates. Navigate to the respective template you want to use, and click the gray box on the far left of the template’s title. This will apply the meeting note template to the student’s record in the Assignments tab.

5. 👁️ 👁️ Important: Rename the Template Title:
   After applying the meeting note to the student's record, it is essential to rename the template title.

   • Why? You cannot use two meeting notes with the same title in a student’s record. By changing the title, you make the meeting note template available for reuse for that specific student in future meetings.
   • To do this, simply edit the title of the meeting note after it has been applied.

6. Avoid Duplicate Titles:
   Please note, no two assignments or meeting notes can have the exact same title within a student’s folder. Renaming ensures that you can reuse the template for this student without conflicts.