Meeting Notes · Free · No account
A meeting notes template for Excel: one row for each meeting.
The notes-only setup has the Meetings sheet alone: date, title, who came, purpose, notes, what was decided and the date of the next meeting. There is no Action Register, Decisions Log or Summary, so the file stays short and suits someone who only needs a record.
- 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: Meeting notes template. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Anyone who wants a searchable, dated record of meetings without a register of actions to maintain.
- Meetings sheet only, with no Action Register or Decisions Log.
- Next meeting within a week is highlighted.
- No Open actions count on the meeting rows.
Sheets included (2)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- MeetingsEvery meeting, one per row, with its notes and decisions.
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.
Can I add actions later?
Not to the same file. Make a new workbook with the Action Register switched on, then copy your meeting rows into it.
How do I find an old meeting?
Use the filter arrows in the header row, for example on Meeting or Date. Long notes wrap within the cell.
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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Tell us what you would like to add, change or fix in the Meeting Notes builder.