Default insights

Choose which insights appear in the meeting sidebar for everyone in your organization, and the order they appear in.

Cogram shows a set of insights on every meeting: Summary, Bullet points, Minutes, Tabular minutes, and Action items, followed by any Custom Insights your organization has. Admins can hide the ones your teams do not use and put the rest in the order that matches how you work.

This is an organization-wide setting. It applies to everyone, including people opening a shared meeting link.

When to use this

• Your Word template is built on one kind of minutes, and people are editing the other one by mistake

• A default insight duplicates a Custom Insight you already rely on

• Your teams read one insight first every time, and it sits halfway down the list

Change the sidebar

1. Go to Organization settings > Meetings.

2. Select Default insights in the left column.

3. Turn an insight off to remove it from the meeting sidebar, or drag the handle to move it.

4. Custom Insights appear in their own list below, under Custom. They order among themselves and stay under the Custom heading in the sidebar.

Changes save as you make them and apply to every meeting straight away, old and new.

Action items cannot be hidden. It is the only place to add an action item to a meeting, so it can be reordered but not turned off.

Hidden insights and your exports

Hiding an insight changes the app only. Cogram still generates it, and any Word template that includes it keeps working exactly as before. If you want an insight out of your exported document, edit the Word template instead.

What people see

• Your team, on every meeting: the insights you left on, in your order.

• Anyone with a share link, including people outside your organization: the same insights, in the same order.

• Someone opening a link to a hidden insight lands on the meeting overview instead.