Back

Private Notes in 1:1 Meetings

Private notes are your personal space within each 1:1, visible only to you. They let you capture thoughts or reminders before, during, or after meetings, helping you stay prepared and track context without affecting shared notes or summaries.


What you can do in private notes

  • Prepare for a meeting
    Use private notes to write down what you want to cover in the next 1:1, updates, concerns, feedback, or topics you want to revisit.
  • Reflect after a meeting
    Capture key takeaways, personal thoughts, or next steps you don’t want to forget. These notes stay private and separate from the shared workspace.
  • Connect with AI
    Ask the AI Chat to analyze your private notes, create summaries, or generate next steps for your own planning. The content remains private to you.
  • Keep continuity
    Review your private notes before each meeting to stay aligned with previous reflections and goals.

 

Editor features

Private notes include a complete text editor so you can format and organize your thoughts easily:

  • Link: Add a hyperlink to any text.
  • Bold, Italic, Underline, Strike-through: Emphasize key ideas.
  • Headers (H1, H2, H3): Structure your notes with clear titles.
  • Alignment: Adjust text layout for readability.
  • Lists: Create bullet points or numbered lists for clarity.
  • Checklists: Turn tasks into actionable items you can tick off.
  • Divider: Add line breaks to separate sections.
  • Pen icon: Switch between editing and viewing mode.
  • More options: Access extra formatting tools and shortcuts.
  • Drag and drop: Reorganize your text or sections directly in the editor. You can drag content blocks, lists, or paragraphs to reorder your notes without losing formatting.

 

Best practices

  1. Use private notes to prepare before the meeting and reflect afterward.
  2. Keep them short and focused so they’re easy to review later.
  3. Write openly — these notes are visible only to you.
 

 

Was this article helpful?

Give feedback about this article

Can’t find what you’re looking for?

Our customer care team is here for you.

Contact us

Knowledge Base Software powered by Helpjuice