How to Create and Track Meeting Minutes

Document meetings and track action items from your records.

Where Meeting Minutes Live

Meeting minutes can be tracked in multiple places:

• Operations > Meeting Minutes: General meeting records
• Project Workspace: Project-specific meetings
• Board Management: Board meeting minutes

Creating Meeting Minutes

1. Navigate to the appropriate meeting minutes area
2. Click Add New
3. Enter meeting details:
   • Meeting Title: Purpose or type of meeting
   • Meeting Date: When it occurred
   • Attendees: Who participated
   • Location: Where it was held
4. Add meeting content:
   • Agenda items discussed
   • Decisions made
   • Action items and assignments
   • Next steps
5. Save

Best Practices

• Record minutes promptly after meetings
• Note who is responsible for each action item
• Include deadlines for follow-up items
• Attach any relevant documents