Sometimes there isn't enough time to discuss everything in a meeting, leaving incomplete talking points. 

And most meetings have clear takeaways at the end (which may or not be complete by the next instance of the meeting). 

To help ensure nothing slips through the cracks, you can set things up so that any incomplete talking points or action items get carried forward. This works the same in meetings and 1-on-1s. 

To do this, click the plus button at the top of the note stream and make sure that the boxes on the far right on the template editor are checked. If this creates a duplicate note don't worry, you can always delete one of them. 


Carrying forward is in someways like a piggy-back ride, it's a one time carry forward so if you uncheck something later, it won't be reflected retroactively. 

And items will only be carried forward, to the next meeting. They won't be infinitely carried forward. 

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