Hi Rosin!
Well for starters, because it’s not intuitive to use notes instead of logging a meeting. But also the meeting is already logged in their profile, and it gets cluttered to have the meeting logged (with the info that was in the meeting invite only) and then have an additional note about the same meeting. Plus if I want to go back and look at all my meetings and isolate them, I will choose meetings in the timeline filter.
Lastly, I want to do this because meetings that have calendar invites attached are the only way to log meeting notes on more than 1 person’s profile. I have meetings with 10+ people, and going to put a note into each person’s profile is a huge waste of time and greatly decreases the likelihood my team and I will properly log the meeting for each individual involved.
Can you tag a team member when you log a meeting? That would be great, too!
Thank you!