Meeting Notes · Free · No account
Record meetings, decisions and assigned actions.
The workbook includes a Meetings sheet, an Action Register, a Decisions Log and a Summary. Write up each meeting on one row, then list every action with an owner and a due date. The Summary shows what is overdue.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose what to recordSwitch the Action Register and Decisions Log on or off, and add Series, Project or Confidential columns. Type the names of people who own actions.
- Write up each meetingDownload the workbook and add one row a meeting: date, title, who came, purpose, notes, decisions and the date of the next one.
- Log the actionsOn the Action Register, type each action with its owner and due date, and pick its meeting from the list. Move Status along as work gets done.
Build your workbook
Preview: Notes and actions. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
One list of actions
Actions from every meeting, listed together and each linked to the meeting it came from.
Actions with owners and due dates
● with the days late for anything overdue, ◐ for what is due soon, and a count for each person.
Decisions recorded
Each decision once, with why, and a date to look at it again if it may need revisiting.
Before the next meeting
The Summary lists the first twelve overdue and due-soon actions, ready to go through at the start.
The Notes and actions example
Four owners, Me, Alex, Sam and Priya, with Meetings, an Action Register and a Decisions Log. The Summary counts open and overdue actions, lists the first twelve due soon and shows open actions by owner.
Sheets included (7)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- MeetingsEvery meeting, one per row, with its notes and decisions.
- Action RegisterEvery action from every meeting, with owner, due date and status.
- Decisions LogEach decision once, with why and when to look at it again.
- SummaryOpen and overdue actions, what is due soon and who owns what. Worked out from the Action Register.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Most calculations match ExcelSome calculations on the Summary sheet and the Action Register sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for all calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Examples
Meeting notes template
Anyone who wants a searchable, dated record of meetings without a register of actions to maintain.
Weekly team meeting tracker
Team leads who run the same meetings every week or month and want each series grouped.
Project meeting log
Project managers running meetings with clients and suppliers who need to chase what is owed from each side.
Committee meeting tracker
Clubs, residents’ groups and small boards that record decisions and follow up on what each officer agreed to do.
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Is anything I type uploaded?
No. Meeting notes, names and decisions stay on your device. The browser builds the workbook locally and nothing is sent to a server.
How are actions linked to meetings?
Each meeting has a fixed ID such as M-001. Pick the meeting from the list when you add an action, and renaming the meeting later does not break the link.
What does the Summary list?
The first twelve open actions that are overdue or due soon, oldest first, with owner and due date. It also counts open actions for each person.
Can I print a single meeting?
Yes. The sheets print landscape with their header row repeated. To share one meeting, filter the Meetings sheet to that row before you print.
Related Due Form edition
DF.035 The Working Notebook
In production
A numbered notebook for notes you may need again.
Write meeting notes by hand, then find any page again from the index.
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