What Changed on Your Meeting Page (and Why)
Jump does a lot on every meeting now: prep, notes, tasks, automations, signals, analytics. As we kept adding, the content you actually open a meeting to find started getting buried. Simple actions ended up scattered across pop-ups and side panels.
We took a step back and rebuilt the page around one idea: your content is the star.
Every advisor uses Jump a little differently. Some live in their notes. Some run automation-heavy workflows. Some sync a lot of tasks, and some care most about signals and analytics. The new layout keeps your content up front and easy to scan, top to bottom, whatever your day looks like.
What's easier now
Notes, tasks, transcript, and sync controls are easier to find and faster to act on, without digging through side panels or pop-ups. Here’s what we’ve changed:
- Your notes and key info are front and center: They used to get pushed down by a crowded header. Now your content sits at the top, where you actually need it.
- Transcript, tasks, and outputs each have real room: In the past, they were squeezed into a narrow side panel. Now each gets its own tab, and your recording and transcript open in View.
- You can act on tasks right on the page: Before, you had to dig through slideovers and pop-ups to handle a task. Now it happens where you're already working.
- Sync and attestation sit together — and meeting type works the same everywhere: Previously, syncing and its sign-off lived in different places, and meeting type behaved differently depending on where you were. Now sync and its attestation checkbox sit together, and meeting type works consistently across the page.
- Editing attendees now includes a review step: Changes used to save instantly, with no way to double-check. Now you preview your edits before saving.
- The page stays clean no matter how much a meeting generates: More outputs used to mean more clutter. Now everything follows a simple, scannable order regardless of how much (or how little) Jump produces for a given meeting.
Coming soon
On the horizon, there are few more things we're still building toward:
- Pinning a tab so the page opens right where you like to start
- Managing attendees on upcoming meetings (works on past meetings today)
- Easier, more contextual access to your assets and outputs
- Continued tuning of spacing, sizing, and the details
- Performance and speed improvements
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Frequently Asked Questions
Where did the side panel, my tasks, or transcript go?
They're tabs now, and your recording and transcript live in View.
How do I sync to my CRM?
The sync button sits right above the tasks, with the attestation checkbox next to it if enabled.
Where do I change or reprocess the meeting type?
There's one selector now, and it works the same everywhere it appears.
Learn more about meeting types | Reprocessing
How do I edit attendees or share requests?
In the ‘edit’ modal — preview your changes, then save.
Learn more about attendees and speakers | Sharing notes
Did my data or automations change?
No. This is a layout change only — everything you've set up is still there.
Still have questions?
Reach out to our support team and we'll get you sorted.
Additional resources on help.jumpapp.com