Free note templates
Keep clear meeting notes, call summaries and decision logs with six note templates
Six notes that open with the headings in place and the action items as a checklist. See every heading and what goes under it, copy them, or start the note in ActivityTracker.
Meetings and calls
Attendees, notes, decisions and action items, with the actions as a checklist you tick off.
4 headingsThe situation, the needs and gaps, your recommendation and the follow-ups, in the order you talk them through.
4 headingsWho and when, what they said, what you promised and the next touch, written straight after the call.
4 headings
Writing up a meeting with a client? Client meeting notes template
Start the next note with the headings already in.
The templates are free. In the app they sit in the New note menu.