Collections

After a few hundred calls, finding the right one means searching for it every time. Collections let you group calls — everything for one role, one client, one project — so you can browse to them instead, and share the whole group in one go rather than sending conversations one at a time. A few ways people use them:

• Running a search as a team. Every call for one role in one place, so everyone working on it sees the same set.
• Handing a role over. Pull all of a candidate’s or client’s calls into one collection and share it with whoever picks the work up.
• Onboarding interviewers. Build a collection of strong example interviews and ask new interviewers to watch them before their first one.

Collections behave much like folders, with one useful difference: adding a call to a collection doesn’t take it out of anywhere else. It stays on your homepage, and the same interview can sit in both “London roles” and “Product engineer”. Collections are personal by default, including for workspace admins, until you share them. Deleting a collection does not delete its conversations. See Working with your notes for everything else you can do with a captured call.

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Create and organize collections

In the Notes conversation rail:

1. Select New collection.
2. Enter a name and create the collection.
3. Add conversations with Add conversations, by selecting conversations and choosing Action > Add to collection, or by dragging them into the collection.

Open a collection’s ... menu to:

• Create sub-collection
• Add to collection to move it under another collection
• Pin or Unpin
• Rename
• Share
• Delete

You can also drag collections to rearrange or nest them. A sub-collection can hold any combination of calls and other sub-collections, and its calls do not need to also appear in its parent. Select Remove from collection to remove a conversation without deleting it from Notes.

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Share a collection

Open the collection menu and select Share. Collections offer the same three levels of access as an individual conversation, though the share menu labels them slightly differently. Depending on your workspace sharing policy, you can share with:

• Only specific people — invite named teammates by email. See With colleagues.
• Anyone in <workspace> — anyone in your workspace with the link. See Within your workspace.
• Anyone with the link — including people outside your workspace, who do not need a Metaview account. See Outside your workspace.

People you invite receive read-only access to the shared collection and the conversations available through it. Future conversations added to the collection are included while they retain access. A person with read-only access can pin the collection and copy selected conversations into a collection they can edit, but cannot rename, reorganize, share, or delete the shared collection.

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Removing a call from the collection

Go to the call you wish to remove from the collection, click the call’s ... and select Remove from collection

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Delete a collection

Select Delete from the collection menu and confirm the action. The collection and its sub-collection structure are removed, but the conversations remain available in their other Notes views and collections.