After reading this article and completing the short exercises, you will be able to:
- Use the meeting overview
- Create annotations and comments
- Navigate the agenda
- Use the library
- Use the Sherpany app
In the meeting view (for users who also have admin access, you can switch between Edit mode and View mode using the toggle at the top right of the screen), you will find your dashboard with a calendar.
You can filter the calendar by:
- Days
- Weeks
- Months
- Quarter
On each meeting tile, you can quickly see the number of:
- Documents (a purple dot indicates unread items)
- Comments (a purple dot also indicates unread items)
Task: Identify your next meeting and check whether you have any pending documents or comments.
Sherpany offers two ways to prepare before your meetings:
- Private annotations
- Comments (private or public)
Annotations
Annotations are always private. You can:
- Draw
- Highlight
- Add text in different colors
A global view allows you to see all your annotations at once.
During the meeting, you can quickly access them via the annotation list, so you do not need to search manually.
Comments
Sherpany also lets you prepare with comments:
- Public comments: visible to all members. Only @-mentions and editors are notified.
- Private comments: sent only to the selected recipients.
Task: Create a private annotation and a private test comment to one or more people of your choice.
The first button at the bottom left shows a view without the agenda.
The second button on the right opens the comment area.
Task: Navigate the agenda of your next meeting and check the comment area.
The Library is separate from meetings and contains reference documents you may need for preparation. Think of it as a “useful bookshelf”.
You can filter documents by:
- Unread
- Recently used
- Recently added
- Favorites
- Labels created by your admin/editors
Tip
You can freely combine all filters and labels for an even more effective search.
You can also use the search icon at the top right to search across all your Sherpany content, including the text inside documents.
Task: Have a look at the documents available in the Library.
You can also use Sherpany with our mobile app, which allow you to work offline.
Task: Download the app and check this article to learn more about how it works.