NowPrice:$7.72
Original Price: $9.66
20% off
Sale ends on October 15
Meeting Minutes Template, Action Item Tracker and Decision Log | Meeting Notes Spreadsheet | Excel & Google Sheets Template
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Highlights
RUN BETTER MEETINGS: MINUTES, ACTIONS AND DECISIONS IN ONE WORKBOOK
Stop chasing actions through old emails. This meeting minutes template keeps every meeting, every action, every decision and every attendance record in one Excel workbook. Due dates are worked out from today's date, so overdue and due-soon actions turn red and amber on their own, and each person can see exactly what they owe.
WHAT'S INSIDE (9 sheets)
• Start here: 10 numbered steps, a guide to every sheet, how to clear the sample data, and the licence terms
• Meetings: a register for up to 60 meetings (date, title, type, chair, attendees, agenda, decisions, notes) with live counts of actions raised, open and overdue
• Actions: a tracker for up to 300 actions with an automatic action number, meeting reference dropdown, owner dropdown, due date, status dropdown, completed date, days overdue and a red, amber and green due status
• Open actions by owner: one line per person (up to 15 people) showing total, open, not started, in progress, blocked, overdue, due soon, done and cancelled
• Decisions log: up to 100 decisions, each linked to a meeting, with who decided, status and a review reminder
• Attendance matrix: up to 15 people across your first 30 meetings (present, apologies, absent) with attendance percentages
• Print minutes: pick a meeting and print one-page A4 minutes with the agenda, decisions, notes and up to 12 actions from that meeting
• Dashboard: open, overdue, due-soon and done counts, completion rate, actions by status, by meeting type and by owner
• Lists: your own people and meeting types for every dropdown, plus two settings (due-soon window and decision review warning)
• Sample data included: 12 meetings, 45 actions and 16 decisions, clearly marked, so you can see it working before you add your own
HOW IT WORKS
1. Type your people and meeting types on the Lists sheet.
2. Log each meeting on the Meetings sheet, then add its actions on the Actions sheet (pick the meeting, owner, due date and status).
3. Set an action to Done and enter the completed date when it is finished.
4. Check the Dashboard and Open actions by owner, or print the minutes for any meeting. Nothing to update by hand.
WHO IT'S FOR
Team leaders, office and operations managers, project leads, committee secretaries and small business owners who want a simple, reliable record of what was agreed and who is doing what by when.
GOOD TO KNOW
• Works in Microsoft Excel 2016 or later (including Microsoft 365) and in Google Sheets (upload the file to Google Drive and open it with Google Sheets)
• Formulas only: no macros, no add-ins, nothing to enable
• Instant download: one .xlsx file
• Registers print on A4 landscape with repeating headers; the minutes sheet prints on A4 portrait
• Dates are dd/mm/yyyy. The sample dates move with today's date so the example always looks current
• One business, unlimited users at that business. Do not resell
• A real person answers messages within 24 hours
Works well with our other SafetyDeskStudio trackers.
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