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How to Edit SharePoint Meeting Notes During a Meeting

Elise Williams Sep 28, 2026 869 views

Question details

The user needs a readable, editable interface to update 20-30 lines of SharePoint meeting notes during a live screen-sharing session.

How to Edit SharePoint Meeting Notes During a Meeting

Product: SharePoint and Power BI
Device & OS: not provided
Scenario: Presenting a Power BI report during a meeting and needing to directly edit the underlying SharePoint list meeting notes while screen sharing.
Observed behavior: Power BI reports are strictly for viewing and analysis, lacking native write-back capabilities to update the source SharePoint list directly.

Before you start

Ensure you have the necessary 'Edit' or 'Design' permissions for the SharePoint list and the appropriate Microsoft 365 licensing to create or modify Power Apps forms.

Solution 1Recommended

Customize the SharePoint Form with Power Apps

Use Power Apps to replace the default SharePoint list form with a customized card-style interface, allowing for larger text and easier multiline editing.

Since Power BI does not natively support write-back functionality, modifying the SharePoint entry form is the most effective way to handle live note-taking. Power Apps allows you to create a tailored interface with enlarged fonts and dedicated multiline text areas perfect for screen sharing.

Open the SharePoint List

Navigate to your SharePoint site and open the list that contains your meeting data and notes.

Launch Power Apps Customization

Click on 'Integrate' in the top command bar, select 'Power Apps', and then click on 'Customize forms'.

Design a Card-Style Interface

Once Power Apps opens, select the meeting notes data card. Change the input type to 'Edit multi-line text' and adjust the font size properties to make the text large and readable for screen sharing.

Save and Publish to SharePoint

Click 'File', choose 'Save', and then click 'Publish to SharePoint'. The custom form will now appear when you edit a list item during your meetings.

Customize the SharePoint Form with Power Apps

Seamless Integration: Once published, this custom form acts as the default edit screen for your list, making live updates smooth and professional.

Solution 2

Apply JSON View Formatting in SharePoint

Modify the default SharePoint list view using JSON to display multiline text fields clearly without opening a separate form.

Free Microsoft Office alternative

Take and Share Meeting Notes Easily with WPS Office

If setting up custom SharePoint forms and Power Apps feels too complex for simple meeting notes, WPS Office offers a lightweight, highly compatible alternative. You can easily co-author meeting minutes in real-time without needing advanced database configurations.

1. Create a New Document: Open WPS Office and create a new Writer document or select a pre-made meeting minutes template.
2. Take Notes in Real-Time: Use the clean, distraction-free interface to type your 20-30 lines of notes clearly while sharing your screen.
3. Share and Collaborate: Generate a sharing link to let other meeting participants view or co-edit the notes simultaneously.

Free, lightweight, and fast-loading Office suiteFully compatible with Microsoft Word (.docx) formats for seamless document sharingBuilt-in templates specifically designed for meeting notes and minutesEasy real-time cloud collaboration for team meetings

microsoft office alternative - wps office

Frequently Asked Questions

Why can't I edit data directly inside my Power BI report?

Power BI is designed primarily as a data visualization and analysis tool. It reads data from sources like SharePoint but does not have native 'write-back' capabilities to update or edit that source data directly from the dashboard.

Can I use Power Automate to update SharePoint meeting notes?

Yes, you can trigger a Power Automate flow from a Power BI button to update a SharePoint list. However, this is typically used for changing statuses or appending generic data, rather than providing a comfortable text-editing interface for 20-30 lines of live notes.

How do I make the text larger in a standard SharePoint list without code?

Without using JSON formatting or Power Apps, your best option during a live meeting is to use your web browser's built-in zoom feature (Ctrl + '+') to enlarge the entire SharePoint page while sharing your screen.

Do I need a special license to customize SharePoint forms with Power Apps?

Standard Power Apps capabilities for customizing SharePoint forms are included in most Microsoft 365 enterprise and business plans. As long as you are customizing standard lists without premium connectors, your default license should suffice.

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