[Use Case Templates] Actionable Meetings ๐Ÿ“…

Hi there ๐Ÿ˜Š

We continue our Use Case Template series and today, weโ€™d like to introduce to you another template in the โ€œBasicโ€ section of the template gallery - Actionable Meetings. This template can come in handy for many businesses where meeting notes arenโ€™t yet captured in Wrike, and for those who are starting to use Wrike for work management.

Accessing Wrikeโ€™s Use Case Templates

Use Case templates are available in the Space creation dialogue. In order to use a template, start creating a Wrike Space how you usually would and youโ€™ll see the option to create this space from a pre-made Wrike Use Case template:

And just a quick reminder to you that now not only account owners and admins can use these templates, but also those users who have the right to create spaces ๐Ÿ‘

Actionable Meetings

This template contains sample folders, tasks, and subtasks that give you an example of how your meeting structure can look like.ย 

The free pre-built folders are โ€˜All Meetingsโ€™, โ€˜Meeting Notes Templatesโ€™, and โ€˜zArchiveโ€™.ย 

In the โ€˜All Meetingsโ€™ folder, youโ€™ll see a sample task called โ€˜[Example] Teamโ€™s Weeklyโ€™ with a suggested weekly meeting structure. We recommend using this structure for your teamโ€™s meeting: discussion points, main takeaways, action items, and follow-up.

Of course, you can edit and add more items to this sample structure.

The โ€˜Meeting Notes Templatesโ€™ folder contains two tasks with sample structures that you can use for general meetings and team syncs.

The general meeting template consists of a structure that contains discussion points, main takeaways, action items, and follow-up.

The team sync template consists of more items and includes agenda, sanity check, what's new,

last Week: highlights, and next Week: plans.

ย ๐Ÿ“Wrike Tip: Weโ€™d also recommend creating an additional folder for 1:1 meetings. This can be done by a teamโ€™s manager. Create subfolders for each team member and use selective sharing to make sure each subfolder is only shared with a particular colleague. It will help you track whatโ€™s been discussed with everyone, and follow a team memberโ€™s progress. It can be handy when the time comes for an employeeโ€™s review, for example.ย 

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How do you plan and manage team meetings or 1:1 meetings? Do you use Wrike for capturing meeting notes? Letโ€™s discuss in the comments below ๐Ÿ‘‡

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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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We planned to use Wrike also for meeting notes, but we never did. I think I will start another try on base of the template.

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We currently use OneNote but will be reviewing the Wrike Template for our meeting notes as it may work better for our process.

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This is every interesting. We use OneNote for ours but I will review this with the team and see if this is better to use than OneNote for our actionable items.

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I don't currently use Wrike for meeting notes but can certainly see where it might be helpful. I will be trying this out for some of my meeting and sharing this with specific people who have meetings that this may benefit.

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We also use OneNote for our meetings. Will look further into this process in Wrike to see if this will add any value for our team.

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Don't currently use Wrike for these types of meetings, but I like the idea!

Thanks for the templates and tips. ๐Ÿ™‚

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We use Wrike for meetings' notes already. My favorite things are the checklist itens we use in the description and the custom workflow we created for meetings statuses (planned, scheduled, review annotations, done). :-)

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Hi everyone, thanks for sharing how you're currently managing meetings ๐Ÿค— I'd be very interesting to learn how it goes if you decide to do it in Wrike in the future!ย 

Neyl Walecki Me too, especially the checklists! We use them a lot internally ๐Ÿ˜Š

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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I do not currently use Wrike to capture meeting notes, but I like the idea!

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My team uses Wrike to track meeting notes and action items, and we are trying to get the rest of the company to do the same

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Heather Hernandez let me know if you start doing it ๐Ÿ˜Š

Great to hear Ashley Fischer ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Some of our teams do use Wrike for their meetings, and their templates (not a space, but tasks and projects depending on the meeting) look very similar to what is provided here. We probably wont move, but I can say that having individual tasks as actionable items is pretty great - if you need it to move to the next meeting, just drag and drop that task.ย 

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Our team tried this for meetings, but it did not work well for us. I'd like to try OneNote, just have to find the time.

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We do not use this template specifically for meetings - however, we have many meeting touch points in our project plans, in which we will take notes and detail in the task description to keep a record of actionable items and notes!

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DOH - why do you always discover excellent resources like this once you've re-designed the wheel? Very similar to how we have our meetings structured in Wrike.

I can't stress enough how important it is to make action items subtasks - a note in the description often gets forgotten

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Abigail Saunders Could you please share more detail on why this didn't work for your team?ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Lisa My boss (director level) did not like how wrike integrates with Outlook and did not want to have to go back and forth between different programs. Also, resistance to change (always the biggest blocker it seems). It was not something that was important enough (it was working well how we he has it now) that I wanted to keep pushing him to use, so I let it go....for now. As we grow it will be something I bring up again.

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I really like this space and the idea of using it for meeting notes. However, I just don't think these work for how we use Wrike.

We have one general space we use for all of our projects we're currently working on (to make it easy for everyone), and then I have a space set up as "Archives" that I move all of our projects into at the end of the year. I also have a couple other private spaces for some of our teams (like our Events team) so they can self-manage their own stuff. So, for how we use it, I don't know if having a space specifically for team notes makes much sense (often times, we take notes directly in the project description or in a Google Doc that we link in the description), but I really like the templates inside the space and I think this feature is really great for people who have their account set up to be able to use them as they're intended!ย 

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Thanks a lot for letting me know, Abigail Saunders ๐Ÿค— Let me know if you need help in the future if you decide to manage meetings in Wrike!

Brittany Stringer In case you want to use some of the content from this template, you can tag it into other spaces that you already have ๐Ÿ‘ย 

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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