Actionable Meeting Notes Template

There’s a running joke in the business world about the questionable value of meetings. For many, they seem to be ineffective at driving action and accountability.

A project notes template could be the answer, improving the efficiency of your meetings and providing the structure you need to turn plans into action.

Wrike’s meeting notes template with actionable items captures all the relevant information. Create tasks and subtasks from action items, then tag them into folders to keep notes organized and aligned with your work goals.

Our meeting takeaways template also features task assignment, calendars, and @mentions, which enable accountability for all involved. Wrike is accessible 24/7 through both desktop and mobile, ensuring all team members can benefit, even if they’re on the go!

Install in existing account

Tailor Wrike’s template for meeting notes with action items so that it works best for you and your team.

We have created an extensive guide on how to use this specific template.

In this section we’ll cover how to:

Develop a meeting agenda
Record all relevant meeting information
Share meeting notes
Ensure action items are followed up on

Create your meeting

Start by creating a parent folder in Wrike named “Meeting minutes.” Within this parent folder, create a task for each meeting you hold. Title each task with the name of the meeting and date. The description area within the task is where you’ll structure your agenda. Begin by writing:

Meeting name
Date
Location
All Invited and/or in attendance

Make sure to tag your meeting notes into any project folders that the meeting is related to for easy access and context.

Craft your agenda

What is the purpose of this meeting? Be specific. List any objectives or main talking points. Create a checkbox next to each agenda item. As you conduct your meeting, check off each item to ensure it was properly covered.

Record the meeting minutes

Create four sections:

Discussion topics
Summarize all relevant discussion points here. List any opportunities, issues, or concerns
Main takeaways
What were the main insights? Were any key decisions made? Record those details here
Action items
What needs to be done now? Who is responsible? Identify next steps, who's completing them, and when they should be done by. After the meeting concludes, use this section to create and assign tasks to specific team members.
*NEW! Use our AI to automate task creation
Follow up
Write the next meeting date or milestone here. It’s important to set a time to reconvene to ensure progress and follow-through

Filter meetings through specific custom fields

Track specific tags for your meetings, like location, chairperson, and other details with custom fields.

Turn action items into tasks

Using the action items in your meeting notes, create new tasks in relevant projects and assign them to team members with due dates. Automate this process with our easy-to-use AI
Include the permalink of the meeting notes task for context
In the meeting notes task, @mention team members assigned tasks with the link to the tasks. This provides clarity and visibility to all involved and promotes accountability to the assignee

Project management resources

Turbocharge team meetings with Wrike’s useful assets.

Blog post: How to Drive Action Items in Meeting Minutes
Handbook: Make Your Meetings More Actionable With Wrike
Case study: How Dare Used Wrike to Centralize Information

<p>Ready to try this template in Wrike?</p>

Install in existing account

How do you write meeting minutes?

Make sure to record all the following information:

Meeting name
Date
Location
All Invited and/or in attendance
Meeting agenda: A list of objectives or main talking points
List of topics actually discussed
Main takeaways
Action items: Next steps, who’s completing them, and due date
Follow up with the next meeting date

Who is this meeting notes template for?

Poor follow-through, information gaps, and unavailable meeting notes can hinder productivity. Wrike’s meeting notes template with actionable items is for individuals and teams who want to turn meetings into concrete plans.

How do you set up this template?

Setting up your project notes template is simple — just enter your email and begin turning meeting minutes into action items. These meeting notes can be stored within Wrike, where team members and stakeholders can access them at any time.

Is this meeting notes template free?

Yes, our project management meeting notes template is completely free! If you’re new to Wrike, simply enter your email address to begin executing.

Is this template suitable for enterprise businesses?

Wrike’s meeting minutes template with actionable items is suitable for businesses of any size. Every business, be it an enterprise, startup, or agency, needs resources to help keep meetings on track, deliver information to stakeholders, and follow up with action items.

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How do I set up the template if I’m an existing user?

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

Click the “+” button in the upper-right corner of your workspace.
Select “Space.”
On the page that opens, hover over the use case you want and click “Preview.” Look for the “Meeting notes” template in the list (use the search bar if needed).
Now, you can see more information about the use case. Click “Select” to create a space.

Are there any prerequisites to install the template?

Yes, there are.

To use this template, you need to have at least the Business plan or up. Check our plans here.
You must have the required permission to create a public space in your account.
If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
This template is only available when the workspace language is set to English.

Why can’t I find this template in my account?

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Meeting notes“ template, feel free to reach out to the Wrike support team.

Make your meetings more efficient

Why you need Wrike to plan your meeting minutes

Automate your action item creation

Streamline communication with shareable meeting notes

Simplify task management

Customize your meeting minutes format

Put plans into action with Wrike

How to write meeting minutes using Wrike’s template

Create your meeting

Craft your agenda

Record the meeting minutes

Filter meetings through specific custom fields

Turn action items into tasks

Project management resources

Ready to try this template in Wrike?

FAQ

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Weekly To-Do List

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How to install this template in your account

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