Your first steps towards better meetings

Getting started with Beenote basics

Get started with these first 3 essential steps to successful Beenote onboarding

HOW BEENOTE WORKS

Good meeting management starts by setting up a structure

The structure of a team is made up of members that you have invited. It is possible to create new teams and to invite members to one or more of these teams. Within a team, you can create folders.

It is in a folder that meetings will be associated and placed. It is from the folder that you can edit and identify the people who will have a role in the management of this folder and therefore access all the registers in this folder.

INVITE YOUR TEAMMATES

Together, everyone does more and better

For your trial period, you can invite up to 10 collaborators who will be able to fully participate in the meetings you will hold.

The invitation is simply done by entering the email of the person you want to invite. You will find under the team, the list of invitation emails sent with their status.

How to invite your team members

SYSTEM ROLE

Who’s doing what?

Once your teammates have accepted the invitation, they will automatically be registered as standard users.

If you wish to assign different roles and access to certain members, it is possible to change these configurations.

How to change roles and rights

YOUR MEETINGS

3 easy steps to successful meetings

#1. Before: Plan your meeting by starting with a well-written agenda.

#2. During: Hold your meeting with Beenote and you will be able to detail topics, add decisions and assign tasks.

#3. After: Complete your minutes. Once completed, it will be in the minute’s directory. All you have to do is follow up on your meeting.

INTÉGRATIONS

Continue to use your work tools with Beenote

Beenote is integrated with your Google, Microsoft 365, and Teams environments. To get the most out of these environments, we suggest that you connect to Beenote via Google or Microsoft icons. This option will give you access to calendar and task integration.