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Meeting Type Tags: find any conversation in one click

Tag meetings by type (Discovery, Onboarding, Tax planning, and more) directly from the recording screen or your meetings list, then filter to see every meeting of that type at once.

You can tag any meeting with a type, then filter your meetings list to instantly find every conversation of that kind.

Available types

Client-facing types:

  • Discovery

  • Onboarding

  • Tax planning

  • Tax preparation

  • Client review

  • Advisory

Internal types:

  • Team meeting

  • Board meeting

  • Client work

  • 1:1

Applying a tag

You can tag a meeting in either of two ways:

  • Open the meeting and set the meeting type from the header on the Meeting Summary page.

  • Apply a type directly from your meetings list, without opening the meeting at all.

Filtering by type

Open the filters on your meetings list and pick a type. Every meeting tagged with that type appears, making it easy to pull together, for example, every Tax Planning conversation or every Board meeting.

Note: meeting type is read-only for anyone you've shared the meeting with, only people with full access to the meeting can change its type.

Still have questions?

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