Create or update your meeting notes, directly from your activity tracking Reports At the same time as you track your...
Drag and Drop
The “Drag and Drop” feature allows Beesy users to reorganize and structure their notes, actions and projects very simply.
Indeed, during meetings, it is not always easy to take notes and organize them at the same time. With Beesy, this is no longer a problem since you can move your notes by simple drag&drops.
You want to change action type, just “drag and drop” your action into the right type
You want to change the project of an action, with drag and drop go to the project menu and drag your action into the right project.
And it’s the same to the change the people in charge of your action!
How does the Drag and Drop work with Beesy?
The handling is really simple.
In your iPhone or iPad, simply use two fingers inside the application. You can see the handling with the right-handside picture :
On your Beesy.me, just click on an action, hold the mouse button and pull the action to the appropriate note, subject, person or project.
When can we use the Drag&Drop feature with Beesy ?
Beesy’s Drag and Drop has been designed to make organizing your notes much easier.
First, you can reorganize your actions if the initial order does not please you.
Simply drag & drop actions within a note to the desired spot. The note will reorganize itself. This works as well if you change an action from one topic to another.
Also, you can drag and drop an action item on a note topic. This will automatically assign this task to this topic.
You can drag and drop the topic on the task as well.
Besides, you can easily assign a task to a participant, by dragging a participant on the action itself or doing the other way around: drag an action on one of the participant. This helps you assign action much faster as it is likely that participants will get more action to them than all your contact list.
You can also “drag and drop” to reorganize your agenda as well, moving topics inside the agenda.
Finally, you can drag and drop one action from note to another note. Beesy will reaffect this action to the new note.
Thus, in less than a minute, you can reorganize your actions, agenda and assignment at the end of your meeting and send your structured meeting minutes with a professional layout to participants even before everyone is gone.
The new Beesy versions (November 2016), allow you to reorganize also your actions, your people and your projects with the Drag and Drop.
You can change the type of action, person or project with a simple drag and drop.
No need to click on the action settings to modify the project or the person