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Explore features: Notepad, Comments, Results Explainer, Tasks and Rich Text

Explore Zocks features that help you review meeting results, capture notes, collaborate with your team, and manage follow-up tasks.

Custom Notepad

Use Notepad to capture your thoughts while reviewing meeting results and collect key excerpts in one place.

Add your own notes

Open Notepad in the top-right corner of the page to write down ideas, observations, or follow-up items as you review your meeting results.

Send highlighted text to Notepad

You can also build a custom note using text from your meeting results:

  1. Highlight the text from any preset (mainly found in the Meeting Details page) you want to save. The highlight menu will appear.

  2. Click Send to Notepad to add the selected text to your Notepad.

  3. Send your custom notes to CRM from the Notepad, while keeping the rich text format.


Comments

Use Comments to discuss meeting results with your team directly in Zocks and keep meeting-related conversations in one place.

Open Comments

Click Comments in the top-right corner of the meeting results page to view the discussion.

Discuss meeting results

All comments related to the meeting are displayed for internal reference, making it easy to follow the conversation.

  1. Highlight any text in the presets to add a comment and start collaborating.

  2. Team members can add comments, respond to others, and edit or delete their own comments as needed.


Results Explainer

Use Explain to refresh your memory or understand the context behind a specific point in your meeting results.

Get more context

  1. Highlight the text you want to understand.

  2. Click Explain in the highlight menu.

Zocks will show a quick explanation along with a paraphrased segment of the transcript, helping you understand where the result came from.


Task Management

Use Tasks to organize follow-up actions from your meetings and send them to your CRM.

Add, edit, and complete tasks

Create new tasks to capture additional follow-up items. Click the pencil icon to edit a task, or mark it as completed when it’s done.

Copy, delete, or send tasks to Notepad

You can copy tasks, delete them, or send them to your Notepad to keep them alongside your notes.

Send tasks to your CRM

Send tasks directly to your CRM with one click to keep track of follow-up actions.


Rich Text

Results include richly formatted text, which can be edited and sent to your CRM while preserving the formatting (depending on the CRM).


Availability

Available on all plans.


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