Meeting Minutes Template

Good  morning-

Does Wrike have standard templates available for use?

I am looking for a Meeting Minutes Template to use for projects. If so, where do I access those within the Wrike tool?

 

Thank you for your help

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Spot On Innovative Approach Stellar Advice

I use meeting agendas all the time in Wrike and it works great! Hopefully this link helps: https://www.wrike.com/templates/actionable-meeting-notes-template/

 

If you scroll towards the bottom there is some information on meeting minutes!

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Spot On Innovative Approach Stellar Advice

We built one as a simple bullet-ed list as a "deferred" status called "Meetings"

I went into the Account Management--->Workflows and added the Meetings status under deferred. This allows the meetings status to stay present in the project without having an end date. I have a Top level task that I set for each project (e.g. Project X Weekly Status Meetings) and then have a sub-task underneath that with the blank meeting template. Before next weeks meeting I duplicate last weeks meeting minutes for this weeks meeting and edit/update.

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Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey Jeffrey and Courtney, thank you for your tips! They are super helpful for anyone looking for templates.

Kylie Hildreth, I'd recommend checking out the link Courtney posted and the statuses Jeffrey suggested. If you're looking for other templates, I'd suggest checking out this link a lot of different ones!

If you have any other questions then let me know 😊

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Spot On Innovative Approach Stellar Advice

Hugh - I went to the link you share but I don't see a way to download the actual Template ( We have an enterprise account).  It says enter your email. I enter the emil but all it does is take me back to my wrike homepage. Tips?

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Spot On Innovative Approach Stellar Advice

Hi Lea Labastida! The templates can be accessed through the space creation dialogue, and our team has added many templates and continues to add new ones. I'd suggest checking out this post on the Actionable Meetings template, there also are detailed instructions on how to create and use it 😊

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

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