Discussion notes are where you record the substance of your one-to-one conversations. Good notes make your catchup history genuinely useful for future reference.
The Discussion Tab
When creating or editing a catchup, the discussion tab provides a text area for recording what was talked about. You can write in any format that works for you, whether that is bullet points, short paragraphs, or structured headings.
The notes support basic formatting, so you can use bold text, lists, and headings to organise your content.
Speaker Switching
The discussion notes support speaker switching, which lets you attribute different parts of the conversation to either yourself or the team member. This is useful for capturing who said what, particularly when recording decisions, commitments, or feedback.
To switch speakers, use the speaker toggle in the notes editor. You can alternate between speakers throughout the discussion, creating a structured record of the exchange.
What to Record
You do not need to transcribe the entire conversation. Focus on:
Key Decisions
Concerns Raised
Feedback Given
Progress Updates
Personal Context
Action Items
Structuring Your Notes
A useful pattern is to organise your notes into sections:
- Topics discussed - a brief summary of each subject
- Decisions made - clear statements of what was agreed
- Follow-ups - anything that needs further action
This structure makes it easy to scan past catchups quickly when preparing for the next conversation or a performance review.
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