(Updated) Collaborative Meeting Notes

Updated August 9, 2023: We have updated the content below with additional information. Thank you for your patience.

We will not be rolling this feature to customers in GCC at this time. We will communicate via Message center when we are ready to proceed. Thank you for your patience.

Teams across Microsoft are coming together to provide tools that help make meetings more effective. More specifically, we’re improving how you track what you want to discuss (Agenda), what you discussed/decided (Notes) and what you need to follow up on (Follow-up Tasks). These capabilities are now integrated into the end-to-end meeting experience in Teams, Loop, Planner, To Do, Office.com and OneDrive for Business.    

This message is associated with Microsoft 365 Roadmap ID 101509

[When this will happen:]  

Preview Release: We will begin rolling out late May (previously late April) and expect to complete by early June (previously mid-May).    

Standard Release: We will begin rolling out mid-June (previously late May) and expect to complete by early August 2023 (previously mid-July). 

[How this will affect your organization:] 

Users within your tenant will see a Notes button during meetings that invokes these new capabilities. The meeting notes will be shown on the right pane of the meeting window with the ability to open them in the browser for more room or on a second monitor. Participants can collaborate in real time, create an agenda, take notes and add tasks. When participants are assigned a task in the meeting, they will also receive an email notification and it will be synced with the Planner and To Do apps. 

Meeting organizers will also see an ability to add Collaborative notes before meetings, to prepare by adding agendas or other materials in one place.  

After the meeting, Collaborative notes will remain accessible for all participants on the Teams calendar meeting details page. The experience is a Loop component, so they can be copied easily out of the meeting and into chats, group chats, emails and other documents. This makes prepping and follow-up even more seamless.  

[What you need to do to prepare:]  

Nothing is required to prepare. This capability will be enabled by default when it rolls out. 

Important Notes:

• This release removes the previous Teams meeting notes solution. Users can still download the previous wiki notes locally following these instructions: Access wiki meeting notes in Microsoft Teams – Microsoft Support.
• Collaborative notes is not available for EDU customers. The removal of wiki notes will still apply to EDU.
• The new Collaborative notes file will generate a Company Shareable Link (CSL) by default.

You can manage this feature via SharePoint PowerShell with: 

Set-SPOTenant -IsCollabMeetingNotesFluidEnabled (boolean)

You can read more about admin controls here: Manage Loop experiences (Loop app and Loop components) in SharePoint.