Lucid Meetings is designed to provide a collaborative working space for everyone invited to a meeting. The notes, decisions, and action items recorded during a meeting can be seen by everyone present as soon as they are saved.
Think of these notes like an online white board or flip chart.
Lucid Meetings does not include feature for recording private notes, and we don’t anticipate adding support for private notes in the future. You can read more about the thinking behind this decision on our blog:
3 Reasons to Rethink Private Meeting Notes
Work-Arounds for Private Notes
While Lucid Meetings doesn’t support private notes, we know that there are times you really need to capture something that isn’t meant to be shared with everyone. Sometimes you’re working with someone who is a problem, sometimes you have a big problem you’re not ready to share, and sometimes you hear that interesting clue that you need to capture without alerting the group. We get it; this happens to us all the time too.
Here’s what we recommend.
Use paper and pen.
We recommend paper and pen for writing private notes during a meeting. This way, there is no risk of accidentally sharing a private note written on paper with a client. This also gives you some moments to reflect after the meeting about how or if you record this note electronically.
Use a different application
When we’re on a sales call, we will often have our CRM system open in another window. This lets us capture notes about the client’s business as it relates to our sales process, but that aren’t necessarily relevant to the client. This puts the information right where we need - in the sales team’s queue - it and nowhere else.
Don’t invite people to the online meeting
The final way to make your notes private is to keep your entire Lucid meeting private.
For example, we have journalist clients and HR professionals who use Lucid to conduct interviews. They will often set up a Lucid meeting to help organize their questions and capture notes during an interview, but not invite the person being interviewed to the online meeting. Instead, they will call that person directly or meet with them in person.