Enabling Meeting Minutes


You enable Meeting Minutes in the Project Settings


Configuring Key Items


Phrases and text patterns used to identify Key Items for Meeting Minutes are also configurable in Project Settings. Each Project gets a set of default phrases and text patterns, which can be modified and added to.


Key Items are divided into several categories. By default you get:

  • Action - statements indicating something needs to be done
  • Agenda - statements related to the progress of the meeting
  • Blocker - statements indicating that progress is not possible
  • Ideas - statements indicating ideas
  • Issue - statements indicating issues
  • Plan - statements indicating things that will happen at a specified future time
  • Positives - statements indicating praise, approval
  • Question - questions (except for trivial ones
  • Requirement - statements indicating a requirement - there is a bit overlap with actions but requirements are more it terms of desired properties rather than action verbs
  • Risk - statements indicating risk - there is a bit of overlap with issues, but risks are related to the future while issues may report past of present state
  • Schedule - scheduling statements - these are more concrete than plans
  • Status - reports of what has happened and/or current status

These default key item configurations will be improved in future versions. To update the key items on an older Project you can use the Apply Defaults button (not that the defaults are applied immediately after clicking the button -Save is not needed).


You can disable any of the Key Item category by using the Enabled toggle.


Additional types of Key Items can be created by clicking the (+) icon in the top right corner. You need  to specify the Name and a sentence type, e.g.


Within a category of Key Items it is possible to add new examples, e.g., below we add an example of a new Risk.


The examples can be positive (the default) or negative (see Negative toggle in the image above). The negative examples allow you to define key items where positive examples match a large set of sentences, from which the false positives are excluded using negative examples. For example, we could define Questions as a single positive with "\?" regex and then add negative examples of trivial questions we are not interested in, e.g, "Can everyone hear me?"


There are two types of examples:

  • Phrases which are matched using an AI algorithm - for these it is needed to specify also required exactness of match.
  • Text Patterns which are regular expressions.  They may include an optional negative regex (which should NOT match). Also the Text Pattern requires specifying a minimum sentence length to match.


You can edit existing Examples. Do not forget to click Save button which is at the bottom of the page.