How to Organise Meetings In Your Notebook? – Fireflies.ai

In this article, let us see how to organize your meetings in your Fireflies Notebook.

How are meetings organized in the Fireflies dashboard?
How to create, organize and manage a Private Channel?
How to create, organize and manage a Public Channel ?

How are meetings organized in the Fireflies dashboard

Meetings will be organized within the Fireflies Notebook under three Channels, namely:

Channel type	Description
Default channels	By default, your meetings are organized into these three default Public channels: #All meetings: Includes hosted by you, or shared by your teammates #My meetings: Includes meetings hosted by you #Shared with me: Includes meetings shared with you
Public Channels	Organize meetings in a Channel that has Public access: All users in your workspace can view the meetings in this Channel
Private Channels	Organize meetings in a Channel that has limited access: Only users you add to the channel can view the meetings. Available only to users in the Business plan

Note:

Private channels are available only to users in the Business tier.

Only workspace admins can create Private Channels.

How to create, organize and manage a Private Channel

1. How to create a Private Channel

Click on the "+" button on the left-hand side panel. Enter a name that is within 100 characters. Users also have to enable the toggle to make the channel private.
Private channels cannot be made public after being created.

2. How to add meetings into a Private Channel

Click on the Add Recap button

Select the meeting you want to add and click on the +Add button

You can see the new meeting added within your new Private Channel.

Once a meeting has been added to a private channel it will not be visible in any of the default channels.
- These meetings will only be visible to members that are part of the private channel.
- It will also only be visible to the owner of the meeting or the admin upon running a search.

- Meetings in private channels will have a lock icon on the meeting page to indicate that it is part of a private channel.

Note: Can a meeting added in the Private channel be accessible using the link?

Yes. If your meeting has its privacy view settings set to Public, anyone with the link can access your meeting, even if it's added to a Private channel.
If you want your meeting's link to be private, go to Settings and change the meeting privacy settings.

Note:

Meetings can be added to private channels from the channels page or from the default channels.
Only meetings that you own can be added to a private channel.
By default, the meeting list is filtered to meetings that are owned by a user. They can then search for meetings based on the title.

3. How to add/remove members to a private channel

Members can be added to a private channel by clicking the avatars on the top.
From here, you can choose to add multiple users to the channel.
You can also remove users from the channel from this panel.

Note: Who has access to the private channel

By default, all admins of the team workspace are added as members to all private channels in the workspace.
Non-admins will need to be added to the channel by the creator of the channel or the admin.
Access to meetings in the private channel is dependent on the settings of the individual meeting.

4. How to Move meetings from Private Channels to Other Channels

Meetings can be moved to and from private channels to other custom-created channels.
Users will only be able to move meetings that they own to/from private channels.
1. When a meeting is moved to a private channel, it will no longer be visible in the default channels.
2. When a meeting is moved out of the private channel to a public channel, that meeting will now be visible in the default channels.
Users can choose to move multiple meetings in bulk.
Meetings in private channels will only be searchable within the channel, meetings in private channels will not be visible in search across your default channels.

5. How to Delete a Private Channel

Channels can be deleted by clicking on the three dots icon present on the top right.
Only the admin or the creator of the channel can delete a private channel.
Once a channel is deleted, all meetings present in the channel will be moved back to the default channels.

How to create, organize and manage a Public Channel

1. How to Create a Public Channel

Public channels can be created by any member of the team workspace.
To create a Channel click on the "+" icon on the left-hand side panel.
To finish creating the channel, you will need to give the channel a name that is under 100 characters.

Note: Who has access

All users part of the team workspace by default have access to all created public channels.
Access to individual meetings present in a public channel is dependent on the individual meeting setting.

2. How to add meetings to your Public Channel

Meetings can be added to a public channel from the channels page or from your default channels.
Individual users can add meetings that are either owned by them or where they were a participant.
Admins can choose to add all meetings that are in the workspace to a public channel.
Users can search for meetings to add either by title or based on the email address of the host.
Meetings added to public channels will continue to be visible and present in the default channels.
Meetings added to public channels will continue to be searchable across the workspace.

3. How to move meetings from Public Channel to Other Channels

Meetings can be moved to a public channel either from the default channels or from other private/ public channels.
Users can choose to move meetings that are owned by them or where they were a participant.
Admins can move all meetings that are part of the workspace to/from public channels.
1. A meeting moved from a public channel to a private channel will no longer be visible in any of the default channels and will only be visible to members of the private channel.

4. How to Delete a Public Channel

Channels can be deleted by clicking on the three dots icon present on the top right.
Only the admin or the creator of the channel can delete a private channel.
Once a channel is deleted, all meetings present in the channel will be moved back to the default channels.

Hope this article helped you to organize meetings in your notebook using the default, private and public channels.

If you have any questions about using Fireflies, feel free to contact us at support@fireflies.ai.