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 ActivityTracker
- 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
The 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 headingsYour top three for today as a checklist, then the schedule and a place for notes.
3 headings
Questions
Start the next note with the headings already in.
Book a walkthrough to see Notes in the app.