Meeting Notes · Free · No account
A committee meeting tracker with decisions, actions and a confidential marker.
This setup names four owners, Chair, Secretary, Treasurer and Member, and adds a Confidential column to the Meetings sheet. Each decision goes on the Decisions Log with who decided it, why and a date to look at it again. Actions go on the Action Register.
- 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.
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Preview: Committee meeting tracker. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Clubs, residents’ groups and small boards that record decisions and follow up on what each officer agreed to do.
- Owners named for committee roles, such as Chair and Treasurer.
- Confidential marker highlights meetings not to be shared.
- Decisions Log shows a look-again date and a ● when it arrives.
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
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 this a formal minutes format?
No. It is a log of meetings, decisions and actions. Write the notes as your group needs them, and copy them into your own minutes if you need that format.
How does the look-again date work?
Type a date on the Decisions Log. The Review column shows how many days remain, and turns to ● Look again once the date is reached.
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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