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Documentation Index

Fetch the complete documentation index at: https://help.uninote.ai/llms.txt

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Folders serve as a “storage” for organizing meetings. By placing meetings in folders, sharing and management become easier.
  • Folder members can be set as “default shared users.”

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Things to Decide in Advance

  • How to categorize folders (by department, project, client, etc.)
  • Who will be the folder members (default shared users)

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Steps: Create a Folder

  1. Open the [Meetings] screen.
  2. Click on [＋New Folder].
  3. Enter the folder name.
  4. If necessary, set the folder members (default sharing destination).
  5. Click [Create] to finish.

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Example Folder Structures

  • Example 1: By Client
    • Examples:
      • Company A (PoC)
      • Company B (PoC)
      • Company C (PoC)
    • Benefits: Reduces confusion about whose meeting it is
  • Example 2: By Project (when spanning initiatives or projects)
    • Examples:
      • CS Improvement Project
      • New Feature Validation (PoC)
      • Implementation Onboarding
  • Example 3: By Department (when the usage department is clear)
    • Examples:
      • Sales
      • CS
      • Development

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Terminology Notes

  • Folder Members: Members who are “default shared” in the folder
  • Participants: Participant information retrieved from calendars, which does not necessarily imply viewing rights