How_to_use_this_template
📖 How to use this template
Meeting Agenda & Action Items helps you run meetings that actually lead somewhere: prepare an agenda, capture decisions, and turn them into trackable action items.
- Duplicate this project into your own organization (dropdown next to the project name, then
Duplicate) - Duplicate the sample meeting branch for each new meeting, rename it as YYYY-MM-DD | Meeting Name, and adjust the attendees and dates.
- Prepare before the meeting: collect agenda topics, review old action items, finalize the agenda, and share pre-read materials.
- Capture as you go: during the meeting, use the Meeting Notes Template to record notes, decisions, action items, and topics to save for later.
- Turn decisions into tasks: give each action item one assignee, a due date, and the
Action-itemtag so it shows up in the sublists. - Follow through after the meeting: send the summary, confirm assignees and deadlines, and revisit deferred topics with the Open Action Items and Deferred Topics sublists.
The goal: meetings that don't fade away. Decisions get recorded, action items get assignees and deadlines, and postponed topics come back when they're ready.
Project: Meeting Agenda & Action Items