Meeting Notes
Save meeting notes with attendees and action items.
Overview
The Meeting Notes tool gives every meeting a tidy, searchable home: who attended, what was discussed, and which action items came out of it. Capture each meeting once, in a consistent shape, and the running list becomes a reliable record you can scan weeks or months later when someone asks "what did we agree?"
Action items are first-class. Rather than burying them in a wall of prose, the notes pull out the commitments with owners attached, so when the meeting ends you have an obvious follow-up list. The result is fewer dropped balls and less time spent reconstructing what happened.
How it works
Create an entry by recording the meeting title and date, listing attendees, writing free-form discussion notes, and adding action items with an owner for each. The note is stored against your account and joins the timeline of past meetings, sorted so the most recent appear first.
When you need to revisit a meeting, search by title, attendee, or any text in the body. Action items can be ticked off as they are completed, which keeps the list from becoming a graveyard of stale promises. Edit a note any time the record needs a correction or a fresh wrap-up.
Examples
- A weekly 1:1 with notes on workload, blockers, and three action items each side agreed to between sessions.
- A client kickoff with attendee list, scope discussion, and follow-up items for "send contract by Friday" and "share asset folder".
- A retro where the discussion notes capture what worked and what did not, and the action items are concrete experiments for the next sprint.
- A vendor call where the most valuable artifact is the list of who promised to send which document.
FAQ
Should I write notes during the meeting or after?
During is best for accuracy, but a quick sweep right after the call works if the meeting demanded full attention.
How detailed should the discussion section be?
Detailed enough that someone who was not there can follow the gist. Verbatim transcripts are usually overkill.
Can I assign action items to other people?
You record the owner's name on each item. The note is private, so you would share it (or just the action list) out of band.
What if attendees change?
Edit the attendee list when needed. The note is yours to keep accurate.
Can I search across all meetings?
Yes. Search runs against titles and bodies, so a phrase from a discussion will surface the matching meeting.