Meeting Notes · Free · No account
A project meeting log with actions for your client and suppliers.
The project meetings setup adds a Project column to meetings and actions, with Project A and Project B to replace. The owners are Me, Client and Supplier, so an action waiting on someone outside the team has a name beside it, and the Summary counts open actions for each owner.
- 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: Project meeting log. 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
What is different in this setup
Project managers running meetings with clients and suppliers who need to chase what is owed from each side.
- Project column on both meetings and actions.
- Owners include Client and Supplier as well as Me.
- Decisions recorded with the reason and a date to look again.
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.
Can I list individual names instead of Client and Supplier?
Yes. Type the names in the builder, one per line. Other names can still be typed in the Owner column when you fill it in.
Is this the same as a project tracker?
No. It records meetings and what came out of them. The Project Tracker lists tasks with phases, progress and a timeline.
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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