Beesy FAQ – Make the Most of Your iPad at Work
How to Use Beesy and Why You Can Use it on Your iPad at Work
Discover the tools we provide to help you use our iPad note taking app and discover the benefits of using Beesy on your iPad at work.
You will find: video tutorials, a dynamic forum, relevant features, and a series of questions and answers!
Watch All of the Beesy Video Tutorials
Action templates for your notes, fast note taking and actions, daily management, 1 mn Meeting minutes, Reporting tool, Project management
Use Our Forum For Any Question
Choose from these 3 subjects:
Tips for using Beesy, Request for Feature,
Discover Beesy’s Workflow
Welcome to this iPad note taking app. We trust that Beesy will help you manage your time and achieve your goals
|Q. How is everything connected in Beesy?
A. Beesy was built around a powerful and comprehensive workflow, allowing all professionals to manage their daily activities and those of their team from the notes taken during business meetings.
How does it work:
2. Projects are a part of the goals, that you want to track in order to achieve the goal. You can assign your projects to a goal and manage several goals within Beesy. You can create them in the « Projects tab » (ex: Sales Training, Marketing Tools Development, Create a Website, etc.)
3. Notes, is the container in which you take your notes during meetings, where you structure your notes with actions, sort them by agenda topics, and assign a participant to an action. These features are available within the « Notes tab ».
|Q. How to back-up Beesy?
A. Read this tip to help you save your data. iTunes can automatically save Beesy’s data in case you break, loose or have been stolen your iPad. It works as well if you upgrade your existing iPad to a new one.
|Q. How to reorder actions in Beesy?
A. In the « Actions » tab, by tapping the Edit button in the top left toolbar. You can then reorder action types to suit your needs. By dragging the move symbol at the right of the cell, you will set the exact order in which you want to see your actions.
Inside a note, you can use drag&drop with 2 fingers to actually move one action to another spot within the note.
Q. How to adjust an action type to suit my needs ?
A. Beesy allows you to change the settings for each actions template so you can adapt actions to your business or organization. Indeed, in the « Actions tab » by clicking on the action icon you edit its settings, you can choose whether the action is « Follow-up » in your reporting, if it is « Important » or « Urgent » to display it automatically in the matrix. You can define an action as « Private » so it will no longer appear in your meeting minutes.
« Time » & « Preparation » allow Beesy to automatically calculate the due date for the action.
|Q. How to delete in Beesy?
A. Beesy uses a standard Apple feature, actually used in their app: if you left or right swipe on a item in a view that display rows of information, a delete button will appear to actually suppress this item. It works the same in Beesy, left or right swipe anything you want to delete: meeting, topic, action, project, a delete button will appear and allow you to delete it.
|Q. How to Drag & Drop in Beesy?
A. Use the Drag & Drop allows to Beesy users to reorganize and structure their notes. The handling is really simple. Simply use your two fingers within the application.
|Q. What is the default owner in Beesy?
A. The default owner in Beesy is the owner of the app. It is the one who will be assigned actions by default during your notes. You can change this person in the setting tab > Default owner.
|Q. How to quickly assign participants to actions?
A. – Use the Drag & Drop consistently throughout : inside a note, you can Drag & Drop to assign a participant on to a task. If you have a lot of contacts in your contact list, this is a useful shortcut as participants are more likely to be the owner of an action inside a meeting. Otherwise when you add an action, you can tap on the small icon next to the Due Date and assign a participant from your complete Beesy contact list.
|Q. Why everything is not showing in the Dashboard matrix?
A. The Dashboard matrix is only showing you actions with a due date (task, call), not actions like comments, drawings etc. Moreover, the Dashboard only displays the actions assigned to the current default owner.
|Q. How can I search all my actions?
A. – If you want to search among all your actions database, this is now available in the « Settings » tab then « All your actions »: you can browse, search or export all your actions captured during your various meetings.
|Q. How do I suppress the default words that Beesy automatically adds to my actions?
A. Beesy automatically adds words for every actions (example : Do for Task action). If you want to change this automatic word, go to the « Actions Tab » and tap on the action type icon to edit its settings. Then you just have to modify the default title property.
|Q. Why some project do not show in my Project tab?
A. – First, a goal will only appear on your « Projects » tab only if you have assigned a project to it. Beesy will automatically link all tasks associated with a note or a topic to the selected project.
Sometimes, you can create projects and forget to assign a goal. Beesy will automatically assign those project to a default goal. It can be set to hidden in your application settings and thus those project won’t show up in your project list.
This method will enable you to easily follow-up by project on actions taken during meetings.
|Q. How can I sub filter actions for a given view?
A. – Beesy allows you to further filter your actions by « notes, Topic, Project & People », so you get an overview of what was decided in a meeting from one of those tabs: « Actions », « People » and « Projects ».
This filter button is available using the toolbar in the upper-right corner of your app.
|Q. Why the People / Project view is not showing every action?
A. Project / People views only show actions which you decided to « Follow-up ». By default, Comment, Draw, Map, Question, Idea, Customer, and Contact are not included in the list of actions to track. To change this setting, tap on the action icon and set the « Follow-up » switch to YES. This action now appears in the project or people view.
|Share all Your Notes on Evernote
Share all your meeting notes with Beesy HD and our Evernote export. One of the main features of Beesy HD is automating exports of your meeting reports in different formats.
|Audio Recording in Meeting with Beesy HD
Beesy’s new version improves its fast note-taking ability in meetings by using audio recording directly within notes.
|Draw with Beesy HD
Beesy HD helps you to be more efficient in your actions during a meeting. One of the most common uses of Beesy by our users, is note taking during their business meetings.