Every meeting or stream that you have might have its own "defaults" or "preferences". It can be hard to keep track of, but you can use Stream settings to set/edit those defaults.

In Stream settings you can adjust settings for:

These Stream settings can be found under More actions in the upper right hand corner of the note.

Templates

Set a default template for that stream. Or check that the right template is being used.

Sometimes, a template gets saved with incorrect information (like extra talking points). This can get confusing, but to resolve this you can go to Stream settings and see what is part of the template.

Or maybe your meeting has "outgrown" its template. Use Stream settings to Browse templates and find/create a new template that works better.

Carry forward

Carry forward is when incomplete action items and/or talking points are carried forward to the next instance of the meeting so that nothing gets lost.

For both talking points and action items, there are three options: Ask me, Always, Never

Always and never are fairly clear, either items are automatically carried forward each time or no items are ever carried forward.

For the Ask me option, when a new note is created you will see a banner at the top of the note showing the number of incomplete action items and/or talking points. In this case, I have 2 of each.

I then have the choice if I want these carried forward or not. And I make this choice by pressing No or Yes.

Meeting Feedback

You never know how well your meetings are going if you never ask the participants for feedback.

On Pro Plans, if Request Meeting Feedback is turned on a thumbs up/thumbs down option will shown at the bottom of the note to encourage people to share their feedback. When they respond they will also be given the opportunity to provide more feedback about what they liked or what they didn't.

If turned on, the Feedback tab will appear beside the Action Item tab at the top of the stream. This will be a compilation of any feedback that has been gathered about that meeting.

Asana

This Asana section will allow you to choose a specific project where the action items in this specific stream should go.

For example, if you have a specific Project check-in meeting, you can link that Asana project with the stream so that action items created in this stream will be synced directly with that Asana project.

We also have an user account-wide Asana integration where all your action items will automatically be synced with an Asana project.


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