UC, Lync 2013, Using Shared and Private Notes in a Lync 2013 Meeting
On this page, you can learn how to create notes in OneNote before or during Lync 2013 meetings.
You usually need to take notes for a meeting, whether it’s about tracking attendees, remembering what was discussed, or listing action items. Lync lets you take private notes or add shared notes that you can co-edit with participants, while scheduling the meeting or when you are in the meeting room.
You can even attach a file to the notes, which lets you provide the information to your participants prior to the meeting, so that they can review and prepare data ahead of time.
- There is another way to upload documents prior to the meeting. See Transfer a file in a Lync Meeting.
- If you need to upload PowerPoint slides in advance, see Present PowerPoint slides in a Lync Meeting.
Adding notes to the Lync Meeting request
Adding notes to the meeting request lets you have all the information you need before the meeting starts, and gives your invitees the opportunity to view and edit them, which saves time during the meeting.
When setting up your Lync Meeting in Outlook:
- Choose one of the following:
- Share notes with the meeting adds shared notes to the meeting request. Your invitees can then click View Meeting Notes in the meeting request to open them in OneNote to view or edit.
- Take notes on your own adds your private, personal notes to the meeting that aren’t visible to others.
For information about setting up Lync Meetings, see Set Up a Lync 2013 Meeting.
Adding notes during a Lync Meeting
- Pause on the presentation (monitor) icon, and click the OneNote tab.
- Click My notes to take private notes on your computer.
- Click Shared Notes, and select a section in the note picker.
- The page you select docks on your desktop and participants receive a notification in the meeting about the notebook.
How do shared notes work?
Shared notes have to be in a location that other people can get to, like SkyDrive or SharePoint, and people need to have permission to open and edit them.
- You don’t have to share the entire notebook, only the page you want.
- When you open the note picker, you can only see the shared notebooks that were previously opened on your computer.
- If you don’t have a notebook, click New Notebook to create one.
- Selecting a section instead of a page, lets you create a blank page in that section.
- You can also search for a page in the search box.