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:

  1. All notes can be viewed by anyone with access to the project
  2. The notes can be searched using the Wrike Search Engine.
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Cansu

Hi Ashley Fischer, thank you for sharing how you use Meeting Notes Work Template, great to hear you like it!

Cansu Community Team at Wrike Wrike Product Manager Infórmate sobre las funciones y prácticas recomendadas de Wrike

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Ashley Fischer, once the folder is created, do you just add each meeting notes as a task inside that folder?

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Katherine Covey Yep! =)

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Could you please share a screenshot of your notes template?

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Ashley Fischer could you please share a screenshot of your notes template?

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Katherine Covey It's very basic

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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?  

 

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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

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