Meeting Notes
I've been pushing my team to create a "Meeting Notes" folder in their projects to house all notes. I've suggested that they use the nomenclature "Project Name_Meeting Notes" so that they can also tag the notes into their personal space. This will allow them quick access to ALL of their notes, but they can still be accessed via the project as well.
In order to make adding the notes tasks easier, I have created a Meeting Notes work template that can be added just like a new task would. The template contains items such as attendees, discussion, and action items. They can use the template by selecting it from the drop down where they can select to add a new task, project or folder.
There are 2 big reasons that I think this folder is beneficial:
- All notes can be viewed by anyone with access to the project
- The notes can be searched using the Wrike Search Engine.
Hi Ashley Fischer, thank you for sharing how you use Meeting Notes Work Template, great to hear you like it!
Ashley Fischer, once the folder is created, do you just add each meeting notes as a task inside that folder?
Katherine Covey Yep! =)
Could you please share a screenshot of your notes template?
Ashley Fischer could you please share a screenshot of your notes template?
Katherine Covey It's very basic
I've created something very similar using a custom item type; is there a means to make it "recurring"; in other words, have a new item created for a weekly meeting every Monday without having to go in and manually do that?
Hey Michael Miller! Custom item types can't be made recurrent at the moment, but this is on our team's radar and we'll let you know when it's available 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa any word on if the custom item types will be recurrent any time soon?
Hi Ashley Parrish 👋
Thanks for reaching out, and I hope you don’t mind me jumping in here on behalf of Lisa. So far, there hasn’t been an update to share, but we are keeping a close eye on any changes or developments. If there are any updates, we will share the news here in the Community 👍
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Rohan V Wrike Team member Become a Wrike expert with Wrike Discover
Ashley Parrish, if you don’t mind, could you please share some information on how recurring custom item types would help with your use case? This will be useful when we pass your comment on to our Product Team.
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Rohan V Wrike Team member Become a Wrike expert with Wrike Discover