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Meeting notes management

4 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Patrick Danielczyk

    Howdy, Diana! I'm not sure if this will help you or not, but we set up a "Notes" status in our default workflow. When we have meetings, we create a task with a name like "Meeting Notes - Part A 2019-0726" and assign everyone involved in the meeting. With the "Notes" active task status it is (usually) easy to find notes and comments in projects, and this practice also keeps those notes on everyone's dashboard until the project and tasks are "completed".

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    Dawn Kirby

    That's what we've done too - we actually have a whole 'meetings' workflow - Agenda, Minutes, Action, Decision etc - this works really well for us as we're able to @mention and share as required, plus ensure all actions are completed

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    @Diana, I'd also recommend checking out this thread (and upvoting the post as well๐Ÿ˜‰) - there's an interesting discussion on notes there too ๐Ÿ‘

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Diana Dunbar

    Thanks everyone! These suggestions are helpful.ย 

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