Free note template
Meeting notes template that captures decisions and action items
Attendees, notes, decisions and action items, with the actions as a checklist you tick off.
- 4 headings
- Tasks you can tick
- Titled "Meeting" and the rest is yours
Meeting:
The headings as the note opens. The line under each one is what goes there.
Attendees
Who was there, so the notes still make sense to someone who was not.
Notes
What was said that matters later. Leave out what nobody will look up.
Decisions
One line per decision, in the words it was agreed in.
Action items
Each action with a name on it. Tick them off here as they get done.
What goes under each heading
- Attendees
- Who was there, so the notes still make sense to someone who was not.
- Notes
- What was said that matters later. Leave out what nobody will look up.
- Decisions
- One line per decision, in the words it was agreed in.
- Action items
- Each action with a name on it. Tick them off here as they get done.
Writing up a meeting with a client? Read the client meeting notes template, with a filled-in example.
How to use it in Palby Planner
- 1Open Notes and press the + button for a new note.
- 2Choose Meeting notes. The note opens with every heading in place and the title started with "Meeting".
- 3Write under each heading. The checklist items are tasks you can tick.
- 4Change it and press Save as template, and your version is in the menu next time.
More note templates
Your top three for today as a checklist, then the schedule, the smaller jobs, notes and a two-line look back.
5 headingsThe question first, then every idea unfiltered, then the few worth pursuing as tasks.
3 headingsWhat was decided, why, what else was considered, and when to look at it again.
4 headings
Questions
Yes. Copy the headings or print them, with no sign-up. Starting a note from it inside Palby Planner needs an account.
Yes. It's your note once it's open. Change it the way you like it and press Save as template, and your version sits in the menu beside the built-in ones.
Start a blank note, set out the headings your way, and press Save as template. It sits in the menu from then on.
Start the next note with the headings already in.
The templates are free. In the app they sit in the New note menu.