need to stay in the loop and execute on what was discussed. depending on the meeting type, marie can quickly spin up a template instead of worrying about what she needs to cover. whether it’s by tagging them in your meeting notes software or communicating via slack, what’s next for everyone involved should be clear. even better if you have a software that allows you to tag participants in the meeting notes. maybe the people you’re meeting with are part of a team.
include a section in your meeting notes to surface these, so you can figure out the best way to unblock them by the next meeting. marie likes to create space in her internal team meetings by including a “kudos” section in her meeting template. in fact, the most important part of the meeting comes after it — you’ll want to clean up all the notes and assign action items to turn conversation into concrete deliverables. creating a database of all meeting notes — if your team is using notion for project management, you can link your meeting notes to these relevant projects. it’s a system for all meetings notes that tracks the meeting date, what type of meeting it was, and who attended.
create a new database wherever it suits the structure of your workspace — you’ll rarely access it directly; instead, you’ll create refined views of it. depending on the nature of your work and structure of your workspace, you might also consider adding relation properties, such as client and/or area if you’re using a para-based structure. here are a few examples: for recurring meetings, you may want to populate occurrences to fill the quarter or even year. you can then paste those items into your meetings table in notion. rather than adding these elements manually to each new meeting, you can create a template: click the arrow within the new button at the top of your database and choose + new template. by adding a “resources” heading and divider, you can create a central, accessible placement for these materials. create a table – inline called “agenda,” and add these properties: a “notes” heading (and divider), dedicates a space for the meeting’s official notes.
with another table – inline named “action items,” you can define them clearly and hold assignees accountable. for existing meetings, open the item as a page and click the name of your template. during the meeting, your note-taker will populate the notes section and perhaps the action items — all of which attendees can reference at any time. the inner page contents of your meetings may vary by meeting type, in which case you might consider creating multiple meeting templates. wherever it suits your workspace structure, you’ll create linked databases, each with views that suit the context of the placement. like the homepage, it includes a calendar and list view, but each is filtered to show only the meetings linked to the sweetgreen area (client): if you use notion for client portals, you can include similar linked databases, each filtered for the respective client, or create an independent meetings database for each client. in advance of each meeting, particularly when it includes materials for review beforehand, you can share its direct link.
attendees, action items, follow-ups, and more — effective meeting notes need to cover the spectrum. use this template that accounts for it use this template to capture notes from all meetings in one accessible spot. notes can be tagged by meeting type to make them easy to find. capture notes from all meetings in one accessible spot. notes can be tagged by meeting type to make them easy to find. see when each meeting took place and, meeting notes template word, meeting notes template word, notion meeting notes database, team meeting notion template, meeting notes template free.
unite collaboration and consistency in a meeting notes table, a great application of databases, views, and filters. with this template, you’ll be able to capture and organize your notes from all meetings in one accessible spot. tag your notes by meeting type and make them use this template to capture notes from all meetings in one accessible spot. notes can be tagged by meeting type to make them easy to find., meeting notes template google docs, notion meeting notes action items, notion templates, meeting notes template pdf, meeting notes template onenote, meeting notes notebook, simple meeting minutes template word, schedule meetings notion, how to take meeting notes, best meeting minutes template.
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