Capture lets you use commands and natural language to input your meeting content. Just start typing and Fluid will do the rest!
The important thing is to get some detail of what, on who, by when into Fluid as you go - capturing commitments as part of the conversation in the room so that everyone is on the same page on what has been agreed.
We're talking the important stuff here - actions and decisions. If you're not a touch typist, add your notes to Fluid after the session. Don't worry about spelling mistakes and grammatical errors!
Actions and decisions are in DRAFT until the owner or facilitator of the meeting sends the actions out or concludes the session.
FIRST - Tell Fluid what you want to create
The first item on a new session always defaults to a new agenda item - so you can just start typing...
You can also change an entry to be anything you want it to be by simply typing forward slash ( / ) and selecting from the list of available options... or keep typing until your required option is highlighted and press ->|TAB.
Click on the spine of the item and select from the drop down
To create nested items under an agenda item, click on the + icon in the spine of the agenda item and select what you want to add below the agenda.
NEXT - Assign it to someone
To add an assignee, type @ and select your assignee from the list... or keep typing until the assignee you need is highlighted and press ->|TAB.
For multiple assignees, @ each individual in turn, or select @Meeting to assign to everyone.
Add your assignees using the assignee drop down.
THEN - Set a due date (if it's an action or decision!)
It's always a good idea to let assignees know when you need something done by.
Using Fluids natural language, type in when it's needed by and Fluid will work out the date as soon as you hit enter - see the bottom of the page for a full list of the natural language date commands you can use in Fluid.
Select your due date from the calendar.
Theme your item (optional)
If you want to theme or 'tag' your entry in the meeting, type # followed by your key word.
Once you have captured your new item you can:
- add a more detailed description to the item
- or add attachments
The person named in the right hand corner (in this case Tony Stark) is the person who last edited the item - hovering over their name will give the time and date of the modification.
All actions and decisions captured on a meeting are in draft. This allows you opportunity to edit and change details on items before they are sent to the assignees... You can send out an individual item by selecting Send to All under an items 3-dot menu - OR you can 'issue' the minutes and assign all actions/decisions to their owners by concluding the session.
You can reorder agenda items with all their nested content, or re-order the items below an agenda item, by clicking on the left hand panel of the item you want to move and simply drag and drop.
Fluids natural commands can be used anywhere in the title of an item - here are some more examples...
Capture's hot keys are shortcuts for formatting your content as you type! Hot Key Help can be found just below the Capture input.
Capturing meeting content from the session channel
You can also use capture commands from the chat channel of the session you want to populate:
- Navigate to your session;
- Open up the session channel by clicking on the chat icon at the top of the browser window;
- Type / into the input box and select your command;
- Type out the title of the item you want to create;
- @mention the owner (if required);
- Use natural language to set a due date (if required);
- Hit Send;
- .... and watch your content pop up onto the session!
Fluids Natural Language Date Commands
The following are valid due date commands:
- due ...
- due by ...
- due on ...
- due at ...
Then include by when. You can use simple commands - here are some examples:
- this friday
- next wednesday
- next week (will set a due date of Monday the following week)
- next month (will add a due date of the 1st of the following month)
- november (will set a due date of 1 November)
... Or you can use specific dates - here are some examples:
- January 5
- 22nd of june
- 5th may 2017
- February twenty first
- dec 25
- may 27th
- October 2006
- oct 06
- jan 3 2010
- february 14, 2004
- february 14th, 2004
- 3 jan 2000
- 17 april 85
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