Meeting Notes + Action Items

A template to document meeting agendas, notes, outcomes, and assignments.

Sobre este modelo

This template contains two databases. One for meetings, with a meeting notes template that allows you create and assign action items in the same screen. We've included some pre-filtered database views so you can quickly find the meeting notes for that proposal from a few weeks ago.

The second is a task tracker. We've added some views to help you review the right tasks when you need to.

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Suporte

Para equipes

Don’t let action items die: connect meeting notes to project docs to make more impact

When meeting notes and project docs are connected, both benefit. Meetings become actionable, and projects stay on track.

Drew Evans

Marketing

Create and use an upvote formula for team decisions

Using an upvote formula in a shared database gives teammates a voice and fosters company-wide transparency.

5 min de leitura

Para equipes

Using meeting notes templates to create consistent documentation

Using a meeting notes template ensures you jot down the most important bits and keep everyone’s documentation consistent. Learn how to effectively take meeting notes.

Alyssa Zacharias

Marketing

Categorias

Suporte

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Don’t let action items die: connect meeting notes to project docs to make more impact

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