ASK IH: How do you record meeting notes and action items? How do you track if they are done?
I wonder how you keep record of meeting minutes and action items.
Mail? Anything else?
Do you suffer from meeting action items being forgotten/not done?
Do you do anything to check if those items are done (except going through them at the next meeting) ?
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Minutes: Google Doc
Tracking: Asana
that's all what I need
do you hold meetings only within your own organization?
for example, do you hold meetings with customers or other companies?
Mostly internally, sometimes with external companies
sorry I keep asking :)
when you hold a meeting with external companies, do you still use Google Docs and Asana, do you share the Google Docs with the external company members?
or you do not share meeting minutes & items with them at all?
Yes I still use Google Docs and asana, and if I need to send the minutes I copy/paste them in an email
I’ve used a couple of ways.
I have a trello board for my 1on1s with team members. There is a recurring card each week for our meeting.
There are checklists for standing or repeating agenda items. We can also add new items as needed.
The meeting notes on what was discussed gets saved in the card as a comment.
Each action item is turned into a new card that can then be copied into their own todo lists.
For meetings outside the company, I have a zapier integration that adds a new google doc from a template into such meetings. All action items are then assigned to attendees on the google doc itself. This notifies them that they were assigned a task.
That is a very detailed nice answer, thank you very much.
Few followup questions:
That's a lot of questions, I know, I would deeply appreciate if you could spare just a little bit of more time :)
Happy to help. Taking your questions in the same order:
Cheers!
Thank you so much for sparing this much time and answering all my questions. I really really appreciate.
Why I ask: I am working on a side project: meetingtasks.com
Goal is to enable people to record meeting minutes and action items. This can be in between organizations. Such a tool is aiming to help/track people getting the meeting action items done.
It is still work in progress. But I should be much further in a couple weeks after collecting some feedback.
Would you be so kind to try it out then - in a couple of weeks - and give me some feedback?
Absolutely! Email me (my name at my company's domain). I will be happy to give it a try.
Will do, thanks a lot!
Todoist
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hmm, nice insight.
you do not need transciptions ok, but what do you do with meeting action items?
do you email them to everyone?
so your Trello board is basically a collection of your action items from all meetings, is that right?
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do you then assign a deadline for each meeting action item?
next meeting is not necessarily the due date of the action items right?
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Thank you so much for such detail.
I am asking, because I have a side project, meetingtasks.com.
It is still work in progress, but I want to understand how people handle their meeting action items before I got any further.
I should be a bit further in a couple of weeks, would you maybe be so kind to take a look at it then and give some feedback?
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Oh man, I just started reading The Mom Test!!!
Very glad you pointed this out by referencing the book.
Very good point.