Change or cancel a scheduled note taker
Change or cancel a scheduled note taker
Open Timeline or the related record's Events section. Find the scheduled meeting and check the title and date. On Timeline, use the upcoming view if available.
- Change the meeting: Open the row's Edit action. Check the meeting link, purpose, title, date and time, and review the linked people. Save the changes and check the updated row.
- Cancel capture: Open the pending meeting's row actions and choose the removal action. Read the Cancel Note Taker confirmation. Once confirmed, the note taker will stay out of that meeting. Check the calendar separately if you also need to change the invitation.
- Review a completed meeting: Open the row for the notes. If you can edit the completed meeting, review its purpose and linked people in the editor.
If Edit or the cancellation option is missing, check whether the meeting has already started or whether you own the event. If you selected a Google Calendar event, check that you are using the correct meeting before saving a change.