Krish V 2 Posted September 27, 2022 Share Posted September 27, 2022 I am trying to come up with a structure / template to capture recurring meeting notes for a project / team. These are meetings that happen on a regular basis and having a note for each meeting iteration is a overkill. Does anyone suggestions / help on the best way to organize and structure this notes ? 1 Link to comment
Level 5 PinkElephant 8,663 Posted September 27, 2022 Level 5 Share Posted September 27, 2022 Some ideas: If you want to save participants, create a template or a template note with all the empty content, and a list of participants preset. Just keep those who take part. Use a standard title format to make locating a specific meeting note simple. Keep one note per meeting, EN does not enjoy long text based notes. It can lead to performance issues and duplication. Create a TOC table of content note for the project. When a new meeting note was created, create a link to the note and place it at the end of the TOC. Or use a reverse order in the TOC, adding new content at the top. Share your meeting notes with participants. The easiest way is to set up a project notebook, and share the complete notebook. The best subscription for project management is Professional. It allows to assign tasks and create complex searches with Boolean operators. Link to comment
Krish V 2 Posted September 28, 2022 Author Share Posted September 28, 2022 Thanks, @PinkElephant The notes are for personal reference and will not be keeping track of participants. Currently I am trying to create one note for meeting and capture recurring instance notes with Dates. Doesn’t seem to be efficient. Alternatively I am planning to use Daily Notes and capture the meeting notes as well and summarize the outcome into the actual project document. I am still looking for some resources and let me know if you find any. 1 Link to comment
Level 5 PinkElephant 8,663 Posted September 28, 2022 Level 5 Share Posted September 28, 2022 You could try a note for the meeting, using a table to structure the meeting notes. One table per meeting, with columns for topic, discussion, decisions. The problem is: As the note grows, the risk of sync errors is growing as well. Notes that are small and stay small work better. Link to comment
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