Notes & Tasks

What Notes & Tasks are

Notes & Tasks give your meeting a fast, unobtrusive way to capture thoughts, context, and follow‑ups directly in the sidebar. Notes are free‑form and flexible. Tasks add ownership and clarity. Both can include screenshots, captures, and documents — and everything stays connected to the meeting.

Why Notes & Tasks matter

• Capture ideas without interrupting the meeting flow.
• Keep all context — screenshots, captures, documents — in one place.
• Turn Notes into Tasks or Decisions with a single click.
• Share meeting context with anyone, even outside your organization.
• Prepare before, update during, and review after the meeting.
• Avoid losing information in chat threads or personal notebooks.

Create a Note

1. Open StageTools in your Teams meeting.
2. Click Notes & Tasks in the left sidebar.
3. Click New Note.
4. Write freely — Notes are fully free‑form.
5. Add screenshots, captures, or documents if needed.
6. Save the Note.

Notes are your meeting’s memory. They stay flexible, quick, and easy to update at any time.

Add context to Notes

Notes can include the context that matters — without clutter.

• Screenshots
• Multi Capture images
• Documents
• Images
• Links
• Short descriptions or bullet points

All attachments stay connected when converting Notes into Tasks or Decisions.

Turn Notes into Tasks

Any Note can become a Task with a single click. All content — text, screenshots, captures, documents — moves with you automatically.

• Click Convert to Task.
• Add a clear, action‑oriented title.
• Assign an owner.
• Save the Task.

Tasks stay intentionally lightweight: no status fields, no due dates, no workflow overhead — just clear ownership and context.

Create a Task directly

1. Click New Task in the Notes & Tasks sidebar.
2. Add a title and an owner.
3. Add optional context or attachments.
4. Save the Task.

Tasks created directly behave exactly like Tasks converted from Notes.

Create a Decision from Notes or Tasks

You can create a Decision directly from any Note or Task. The entire content is automatically copied into the description of the new Decision.

• Click Create Decision on a Note or Task.
• The content becomes the Decision description.
• Add a title and voting options.
• Start the vote when ready.

This creates a seamless flow from discussion → context → decision.

Share meeting context

Notes, Tasks, and Decisions can be shared with anyone through a StageTools link — even outside your organization.

• Each item opens on a dedicated StageTools page.
• All attachments remain visible.
• Perfect for handovers, follow‑ups, and documentation.

How Notes & Tasks work with other modules

How Notes & Tasks work with other modules

• Multi Capture — Add captures directly to Notes or Tasks.
• Multi Annotate — Save annotated content as context.
• Multi Share — Capture participant streams and attach them.
• Multi View — Use multiple content screens to gather context.
• Decision Voting — Convert Notes or Tasks into Decisions.
• Follow‑Me Moderation — Keep everyone aligned while capturing context.

Best practices

• Capture ideas quickly — refine later.
• Add screenshots or captures to preserve visual context.
• Convert Notes into Tasks to ensure clear ownership.
• Use Decisions for structured, transparent choices.
• Share Notes & Tasks after the meeting for alignment.
• Keep Tasks lightweight — focus on clarity, not process.

Limits and notes

• Notes and Tasks live in the sidebar, not on the Stage.
• Tasks do not have due dates or status fields.
• Decisions must be created separately — Tasks do not auto‑convert.
• Attachments remain static snapshots, not live content.
• Notes & Tasks do not sync with external task systems.

Summary

Notes & Tasks give your meeting a fast, structured way to capture ideas and turn them into action. With attachments, conversions, and shareable links, they keep all context connected — before, during, and after the meeting. Combined with Multi View, Multi Share, Annotate, Capture, and Decision Voting, they form the backbone of your meeting’s memory and follow‑up.