{"id":23856,"date":"2020-07-30T09:40:12","date_gmt":"2020-07-30T09:40:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/meeting-minutes-template\/"},"modified":"2024-02-29T02:34:44","modified_gmt":"2024-02-29T02:34:44","slug":"meeting-minutes-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/meeting-minutes-template\/","title":{"rendered":"Meeting Minutes Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u7hrjc7HQmZ95lefplJJrQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u7hrjc7HQmZ95lefplJJrQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>Run our Meeting Minutes Template to quickly, simply, and effectively keep a record of your business meeting.<\/strong><\/p>\n<p><strong>What are <em>meeting minutes<\/em>?&nbsp;<\/strong>Meeting minutes<a href=\"https:\/\/www.meetingminutes.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> are a written transcript<\/a> of what has been discussed during a meeting. The notes taken during the meeting are often taken by a designated note-taker or secretary. Notes are often proof-read and prepared for use after the meeting.<\/p>\n<p><strong>Why are <em>meeting minutes<\/em> important? <\/strong>Your meeting minutes are a vital part to convert your meeting into an action plan. Meeting minutes provide transparency and accountability and therefore are regulatory requirements for many industries and business processes.<\/p>\n<p>Other benefits that come with recording your meeting minutes <a href=\"https:\/\/www.transcriptionwing.com\/five-reasons-why-meeting-minutes-are-important\/\" rel=\"nofollow noopener\" target=\"_blank\">include<\/a>:<\/p>\n<ol>\n<li><strong>Meeting minutes become your guide<\/strong> allowing participants to keep tabs of commitments and when they are due.<\/li>\n<li><strong>Meeting minutes serve as a reminder, <\/strong>with so many things happening at once, forgetting a thing or two is unavoidable. The minutes will allow the team to check their progress.<\/li>\n<li><strong>Serve as a reference for members not present in the meeting. <\/strong>Conflicts in schedule could result in some members not being able to make it to the meeting. Creating a meeting summary means anyone who missed the meeting can be updated on what they missed.<\/li>\n<li><strong>It is time-saving, <\/strong>as every teammate gets to know their responsibilities, whether or not they were in the meeting. The whole team can focus on their designated duties.<\/li>\n<li><strong>It may serve as your corporate defense, <\/strong>as companies that strive to reach new heights in their industry would inevitably face litigation along the way. Meeting minutes provide facts, solid evidence, and transparency.<\/li>\n<\/ol>\n<p><strong>How do you create meeting minutes? <\/strong>Our meeting minutes template acts as a guide you can quickly and easily jump into to prepare for, take, and finalize meeting minutes for any meeting type.<\/p>\n<h5 style=\"text-align: center;\">How to use this checklist<\/h5>\n<p>At the beginning of this checklist, you will be <strong>presented with a set of specialized questions<\/strong> given as form fields. You are required to populate each form field with your data.<\/p>\n<p>Most meetings are taken place with attendees that share decisions-making responsibilities and accountability. Therefore, minutes taken should be approved by the relevant personnel. With this in mind, certain stages will require <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval<\/a> utilizing Process Street's approvals feature.<\/p>\n<p>Other features included in this template are:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Stop tasks<\/a> - To ensure task order.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a> - To make sure your initiative is reviewed on time.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a> - To delegate tasks within your team ensuring your supervisors are appropriately assigned to the review tasks.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"record-checklist-details\">\n<h2>Record checklist details<\/h2>\n<div class=\"text-content\">\n<p>In this Meeting Minutes Template, you will be presented with the following <strong>form fields <\/strong>for which you are required to <strong>populate<\/strong> with your<strong> specific data<\/strong>. More information for each form field is provided via linkage to our help pages:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Long text<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Date<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Website form field <\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">File upload form field<\/a><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Members form field<\/a><\/li>\n<\/ul>\n<p>Let's start by recording important meeting information, such as <em>who the meeting is called by <\/em>and the <em>meeting timekeeper.<\/em><\/p>\n<p>This is a stop task, meaning you cannot progress in this template until the required form fields are populated.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Meeting Information<\/h4>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting location <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting called by <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Facilitator <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Timekeeper <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notetaker <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Type of meeting <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"before-the-meeting\">\n<h2>Before the meeting:<\/h2>\n<\/section>\n<section id=\"plan-the-meeting\">\n<h2>Plan the meeting<\/h2>\n<div class=\"text-content\">\n<p><strong>Plan the meeting and prepare<\/strong> the different topics to be addressed during the meeting.<\/p>\n<p>Use the long-text form field to:<\/p>\n<ol>\n<li>Note the topics to be addressed during the meeting (agenda items), making sure to write them down in the order to be discussed,<\/li>\n<li>Note what you know about each topic to be addressed to save time and focus on the important topics during the meeting,<\/li>\n<li>Note important calendar dates and due dates.<\/li>\n<\/ol><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda items <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Although there is no set number of agenda items to cover in a given meeting, it is recommended that no more than <a href=\"https:\/\/lessmeeting.com\/7-steps-perfect-meeting-agenda\/\" rel=\"nofollow noopener\" target=\"_blank\">5 topics<\/a> should be covered at one time.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>On this note, use the dropdown form field to record the number of agenda items to be discussed in the meeting (a maximum of 5 choices is provided).<\/p>\n<p><strong>You will be directed to the relevant section in this template depending on your response given.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda items <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you know <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Important dates <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For some meetings, the meeting <strong>attendees may need to bring important items<\/strong>.<\/p>\n<p>Take the time to consider important items you attendees may need to bring and note these down using the long-text form field provided.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Please bring <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For some meetings, the <strong>meeting attendees may need to read important reading resources<\/strong>.<\/p>\n<p>Take the time to consider the reading requirements for the meeting and note this down using the long-text form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Please read <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You may want to<strong> email the attendees<\/strong> to inform them of the incoming meeting.<\/p>\n<p>Use the drop-down form field provided, selecting <em>Yes <\/em>or<em> No <\/em>to the question: <em>Would you like to email meeting attendees to inform them of the upcoming meeting?<\/em><\/p>\n<p>Your response given will direct you to the appropriate stage in this checklist.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Email attendees? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"email-attendees\">\n<h2>Email attendees<\/h2>\n<div class=\"text-content\">\n<p>You selected <em>yes <\/em>to the option of emailing the meeting attendees to inform them of the upcoming meeting. <\/p>\n<p>To send the appropriate email, use the <strong>email widget <\/strong>form field below.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"during-the-meeting\">\n<h2>During the meeting:<\/h2>\n<\/section>\n<section id=\"note-down-individuals-present\">\n<h2>Note down individuals present<\/h2>\n<div class=\"text-content\">\n<p><strong>Make a note of the people present in the meeting<\/strong>. Record absent attendees using the member's form field provided.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-agenda-item-1\">\n<h2>Discuss agenda item 1<\/h2>\n<div class=\"text-content\">\n<p>Build your notes as the meeting progresses. Note down your meeting agenda along with the appropriate discussions and action items.<\/p>\n<p>Meeting minutes are an <strong>effective contributor to run a successful meeting<\/strong>, yet they need appropriate distribution and to be written in time. Reports made from meeting notes often take a long time to write yet they must be sent quickly after the meeting.<\/p>\n<p><strong>This section of our Meeting Minutes Template is structured to organize your notes appropriately, to differentiate actions from remarks, as well as noting the different actions per person with a deadline.<\/strong><strong><\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">{{form.Agenda_items}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Agenda item 1<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 1 presenter <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record discussions<\/strong> made for agenda item 1.<\/p>\n<p class=\"style-info\">When recording discussions for a given action item, <strong>highlight the key arguments&nbsp;<em>for&nbsp;<\/em>and&nbsp;<em>against&nbsp;<\/em>in an unbiased way.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 1 discussion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record conclusions <\/strong>made for agenda item 1.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 1 conclusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each agenda item, there may be an event, task, activity, or activity that needs to take place. This is termed as the <strong><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">action item<\/a>.<\/strong><\/p>\n<p><strong>Action items can be performed by a single person or group of people. They are discrete.<\/strong><\/p>\n<p>Use the short-text form field to document the action item, assigning the relevant personnel to each using the members form field, and entering a due date for each using the date form field. <\/p>\n<p class=\"style-info\">Note that the opportunity to record information for three action items has been provided. If required, you can edit this template to provide the opportunity to enter more action items for each agenda.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 1, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 2, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 1, action item 3, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-agenda-item-2\">\n<h2>Discuss agenda item 2<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\">{{form.Agenda_items}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Agenda item 2<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 2 presenter <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record discussions<\/strong> made for agenda item 2.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 2 discussion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record conclusions <\/strong>made for agenda item 2.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 2 conclusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each agenda item, there may be an event, task, activity, or activity that needs to take place. This is termed as the <strong><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">action item<\/a>.<\/strong><\/p>\n<p><strong>Action items can be performed by a single person or group of people. They are discrete.<\/strong><\/p>\n<p>Use the short-text form field to document the action item, assigning the relevant personnel to each using the members form field, and entering a due date for each using the date form field. <\/p>\n<p class=\"style-info\">Note that the opportunity to record information for three action items has been provided. If required, you can edit this template to provide the opportunity to enter more action items for each agenda.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 1, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 2, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 2, action item 3, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-agenda-item-3\">\n<h2>Discuss agenda item 3<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\">{{form.Agenda_items}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Agenda item 3<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 3 presenter <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record discussions<\/strong> made for agenda item 3.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 3 discussion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record conclusions <\/strong>made for agenda item 3.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 3 conclusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each agenda item, there may be an event, task, activity, or activity that needs to take place. This is termed as the <strong><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">action item<\/a>.<\/strong><\/p>\n<p><strong>Action items can be performed by a single person or group of people. They are discrete.<\/strong><\/p>\n<p>Use the short-text form field to document the action item, assigning the relevant personnel to each using the members form field, and entering a due date for each using the date form field. <\/p>\n<p class=\"style-info\">Note that the opportunity to record information for three action items has been provided. If required, you can edit this template to provide the opportunity to enter more action items for each agenda.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 1, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 2, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 3, action item 3, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-agenda-item-4\">\n<h2>Discuss agenda item 4<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\">{{form.Agenda_items}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Agenda item 4<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 4 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 4 presenter <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record discussions<\/strong> made for agenda item 4.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 4 discussion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record conclusions <\/strong>made for agenda item 4.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 4 conclusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each agenda item, there may be an event, task, activity, or activity that needs to take place. This is termed as the <strong><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">action item<\/a>.<\/strong><\/p>\n<p><strong>Action items can be performed by a single person or group of people. They are discrete.<\/strong><\/p>\n<p>Use the short-text form field to document the action item, assigning the relevant personnel to each using the members form field, and entering a due date for each using the date form field. <\/p>\n<p class=\"style-info\">Note that the opportunity to record information for three action items has been provided. If required, you can edit this template to provide the opportunity to enter more action items for each agenda.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 1, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 2, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 4, action item 3, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-agenda-item-5\">\n<h2>Discuss agenda item 5<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\">{{form.Agenda_items}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Agenda item 5<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 5 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 5 presenter <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record discussions<\/strong> made for agenda item 5.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 5 discussion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the<strong> long-text form field to record conclusions <\/strong>made for agenda item 4.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda item 5 conclusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>For each agenda item, there may be an event, task, activity, or activity that needs to take place. This is termed as the <strong><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">action item<\/a>.<\/strong><\/p>\n<p><strong>Action items can be performed by a single person or group of people. They are discrete.<\/strong><\/p>\n<p>Use the short-text form field to document the action item, assigning the relevant personnel to each using the members form field, and entering a due date for each using the date form field. <\/p>\n<p class=\"style-info\">Note that the opportunity to record information for three action items has been provided. If required, you can edit this template to provide the opportunity to enter more action items for each agenda.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 1 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 1, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 2, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 3 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Agenda 5, action item 3, deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"other-information\">\n<h2>Other information<\/h2>\n<div class=\"text-content\">\n<p>Some more details may need to be recorded before moving forward in this Minute Meetings Template.<\/p>\n<p><strong>Use the long-text form field given to record<\/strong>:<\/p>\n<ul>\n<li>The observers<\/li>\n<li>The resources<\/li>\n<li>Species notes<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Observers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Resources <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Special notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"after-the-meeting\">\n<h2>After the meeting:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oCcmcSzEGLHAdbs3FeFFhw.jpg\" alt=\"After the meeting:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oCcmcSzEGLHAdbs3FeFFhw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"summarize-key-meeting-points\">\n<h2>Summarize key meeting points<\/h2>\n<div class=\"text-content\">\n<p>Once the meeting has been conducted, the next stage is to <em>type out the meeting notes<\/em>.<\/p>\n<p>These meeting notes should be typed out in a logical, chronological, and organized manner, before being sent to your colleagues.<\/p>\n<p>To help you, the information recorded from this meeting has been organized to produce a final report, which you can access as your move forward in this template.<\/p>\n<p><strong>Before moving onto the final report section, take the time to record:<\/strong><\/p>\n<ul>\n<li>The most important take-home points made during the meeting,<\/li>\n<li>Summarize future decisions made during the meeting.<\/li>\n<\/ul>\n<p>You can use the long-text form field provided to record this information.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Take-home meeting points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Future decisions made <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"view-your-meeting-notes-as-a-report\">\n<h2>View your meeting notes as a report<\/h2>\n<div class=\"text-content\">\n<p style=\"text-align: center;\">The information compiled during the meeting has been brought together to<strong> produce a final meeting report<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Final meeting report<\/h4>\n<\/p>\n<p><strong>Meeting<\/strong>: {{form.Meeting_name}}<\/p>\n<p><strong>Location:<\/strong> {{form.Meeting_location}}<\/p>\n<p><strong>Date:<\/strong> {{form.Meeting_date}}<\/p>\n<\/p>\n<h5>Agenda item 1<\/h5>\n<p style=\"text-align: center;\"><strong>Agenda item: <\/strong>{{form.Agenda_item_1}}<strong><br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Agenda presenter: <\/strong>{{form.Agenda_item_1_presenter}}<strong><br \/><\/strong><\/p>\n<ul>\n<li>Action item 1: {{form.Agenda_1,_action_item_1}}, due {{form.Agenda_1,_action_item_1,_deadline}}<\/li>\n<li>Action item 2: {{form.Agenda_1,_action_item_2}}, due {{form.Agenda_1,_action_item_2,_deadline}}<\/li>\n<li>Action item 3: {{form.Agenda_1,_action_item_3}}, due {{form.Agenda_1,_action_item_3,_deadline}}<\/li>\n<\/ul>\n<h5>Agenda item 2<\/h5>\n<p style=\"text-align: center;\"><strong>Agenda item: <\/strong>{{form.Agenda_item_2}}<strong><br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Agenda presenter:<\/strong> {{form.Agenda_item_2_presenter}}<strong><br \/><\/strong><\/p>\n<ul>\n<li>Action item 1: {{form.Agenda_2,_action_item_1}}, due {{form.Agenda_2,_action_item_1,_deadline}}<\/li>\n<li>Action item 2:&nbsp; {{form.Agenda_2,_action_item_2}}, due {{form.Agenda_2,_action_item_2,_deadline}}<\/li>\n<li>Action item 3: {{form.Agenda_2,_action_item_3}}, due {{form.Agenda_2,_action_item_3,_deadline}}<\/li>\n<\/ul>\n<h5>Agenda item 3<\/h5>\n<p style=\"text-align: center;\"><strong>Agenda item: <\/strong>{{form.Agenda_item_3}}<strong><br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Agenda presenter:<\/strong> {{form.Agenda_item_3_presenter}}<strong><br \/><\/strong><\/p>\n<ul>\n<li>Action item 1: {{form.Agenda_3,_action_item_1}}, due {{form.Agenda_3,_action_item_1,_deadline}}<\/li>\n<li>Action item 2: {{form.Agenda_3,_action_item_2}},&nbsp; due {{form.Agenda_3,_action_item_2,_deadline}}<\/li>\n<li>Action item 3: {{form.Agenda_3,_action_item_3}}}, due {{form.Agenda_3,_action_item_3,_deadline}}<\/li>\n<\/ul>\n<h5>Agenda item 4<\/h5>\n<p style=\"text-align: center;\"><strong>Agenda item: <\/strong>{{form.Agenda_item_4}}<strong><br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Agenda presenter:<\/strong> {{form.Agenda_item_4_presenter}}<strong><br \/><\/strong><\/p>\n<ul>\n<li>Action item 1: {{form.Agenda_4,_action_item_1}}, due {{form.Agenda_4,_action_item_1,_deadline}}<\/li>\n<li>Action item 2: {{form.Agenda_4,_action_item_2}}, due {{form.Agenda_4,_action_item_2,_deadline}}<\/li>\n<li>Action item 3: {{form.Agenda_4,_action_item_3}}, due {{form.Agenda_1,_action_item_3,_deadline}}<\/li>\n<\/ul>\n<h5>Agenda item 5<\/h5>\n<p style=\"text-align: center;\"><strong>Agenda item: <\/strong>{{form.Agenda_item_5}}<strong><br \/><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Agenda presenter:<\/strong> {{form.Agenda_item_5_presenter}}<strong><br \/><\/strong><\/p>\n<ul>\n<li>Action item 1: {{form.Agenda_5,_action_item_1}}, due {{form.Agenda_5,_action_item_1,_deadline}}<\/li>\n<li>Action item 2: {{form.Agenda_5,_action_item_2}},&nbsp; due {{form.Agenda_5,_action_item_2,_deadline}}<\/li>\n<li>Action item 3: {{form.Agenda_5,_action_item_3}}, due {{form.Agenda_1,_action_item_3,_deadline}}<\/li>\n<\/ul>\n<h5 style=\"text-align: center;\">Take home meeting points<\/h5>\n<p>{{form.Take-home_meeting_points}}<\/p>\n<h5 style=\"text-align: center;\">Future decisions made<\/h5>\n<p>{{form.Future_decisions_made}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Most meetings take place with attendees that share decisions-making responsibilities and accountability. Therefore, minutes taken should be approved by the relevant personnel. Your final meeting report requires approval from the relevant person.<\/p>\n<p>Use the members form field below to <strong>assign the meetings approver<\/strong>. <strong>Set a due date<\/strong> for when this meeting needs to be approved.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Due date for meeting approval <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>View your meeting report as a Google Document<\/strong>.<\/p>\n<p>Select <em>yes <\/em>or <em>no <\/em>from the dropdown form field provided to learn how to export your final meeting report as a Google Document.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Would you like to export your meeting report? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-managerial-approval\">\n<h2>Approval: Managerial approval<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">View your meeting notes as a report<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"export-your-meeting-notes-report\">\n<h2>Export your meeting notes report<\/h2>\n<div class=\"text-content\">\n<p>Below Process Street has outlined how you can send your final meeting notes report from Process Street to Google Documents using the application Zapier.&nbsp;<\/p>\n<p>Create a free account with Zapier <a href=\"https:\/\/zapier.com\/?&amp;utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=gaw-uk-nua-search-all-brand_broad&amp;utm_term=%2Bzapier&amp;utm_content=196idtou_pcrid_341021490914_pkw_%2Bzapier_pmt_b_pdv_c_slid__pgrid_68136598443_ptaid_kwd-298647606141_\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLIPP08B8DjAWvQu_iNEkg.png\" alt=\"Re-open a blank version of this &quot;Meeting Minutes Template&quot; and click on the 'Edit Template' option in the right-hand side of the screen. Once you have opened the 'Edit Template' view, go to the &quot;View your final report&quot; task and copy and paste the entire text into a new google document as above. Name this document and save. When the 'Zap' has been created using Zapier, all the relevant information from your final report will populate the form fields in this document.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLIPP08B8DjAWvQu_iNEkg.png\"> <\/a><figcaption>\n     Re-open a blank version of this \"Meeting Minutes Template\" and click on the 'Edit Template' option in the right-hand side of the screen. Once you have opened the 'Edit Template' view, go to the \"View your final report\" task and copy and paste the entire text into a new google document as above. Name this document and save. When the 'Zap' has been created using Zapier, all the relevant information from your final report will populate the form fields in this document.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kGW8mdQ24E1q8QLP0ClE5Q.png\" alt=\"Set up a Zapier account, and click on &quot;Make a Zap&quot;. Select Process Street as your Trigger application. By doing this, you will then be able to access the Meeting Minutes Template from your Process Street account in the next steps.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kGW8mdQ24E1q8QLP0ClE5Q.png\"> <\/a><figcaption>\n     Set up a Zapier account, and click on \"Make a Zap\". Select Process Street as your Trigger application. By doing this, you will then be able to access the Meeting Minutes Template from your Process Street account in the next steps.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q1CazENEcqUN5zA_11tOTg.png\" alt=\"Select &quot;New Task Checked&quot; as the trigger task. When a new task is checked in the Meeting Minutes Template, a response will be triggered in Zapier.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q1CazENEcqUN5zA_11tOTg.png\"> <\/a><figcaption>\n     Select \"New Task Checked\" as the trigger task. When a new task is checked in the Meeting Minutes Template, a response will be triggered in Zapier.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nxw6b2BpXWajBmaxMRRG2g.png\" alt=\"Make sure to select the Meeting Minutes Template and the &quot;Export the Report&quot; task. Then test to see if the trigger works.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nxw6b2BpXWajBmaxMRRG2g.png\"> <\/a><figcaption>\n     Make sure to select the Meeting Minutes Template and the \"Export the Report\" task. Then test to see if the trigger works.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o1nvLPrI19ChCJZLgf9Mdg.png\" alt=\"Choose an appropriate action app. The Meeting Minutes Template report is to be exported as a new google document, and so Google Documents is our action application.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o1nvLPrI19ChCJZLgf9Mdg.png\"> <\/a><figcaption>\n     Choose an appropriate action app. The Meeting Minutes Template report is to be exported as a new google document, and so Google Documents is our action application.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLoVX64mSij2Fykr8rdFcQ.png\" alt=\"Select &quot;Create a Document from Template&quot; as the action step. This will create a google document from the Meeting Minutes Template.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLoVX64mSij2Fykr8rdFcQ.png\"> <\/a><figcaption>\n     Select \"Create a Document from Template\" as the action step. This will create a google document from the Meeting Minutes Template.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/man3vD_GlgtfA0IJH2lJLg.png\" alt=\"Edit the new document. Insert the fields from your completed Meeting Minutes Template. This will pull the information from this template and populate the linked google document.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/man3vD_GlgtfA0IJH2lJLg.png\"> <\/a><figcaption>\n     Edit the new document. Insert the fields from your completed Meeting Minutes Template. This will pull the information from this template and populate the linked google document.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hqIi886XmBYJh10GNLVDQQ.png\" alt=\"Your final report should come through to your google drive as a new document. The information in the google document report should match the information in your final report created in the Meeting Minutes Template.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hqIi886XmBYJh10GNLVDQQ.png\"> <\/a><figcaption>\n     Your final report should come through to your google drive as a new document. The information in the google document report should match the information in your final report created in the Meeting Minutes Template.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"use-your-meeting-notes-report-to-write-up-your-final-meeting-notes\">\n<h2>Use your meeting notes report to write up your final meeting notes<\/h2>\n<div class=\"text-content\">\n<p>You can <strong>use your meeting notes report to write up your final meeting report<\/strong>.<\/p>\n<p>Take a look at the examples provided below, from <a href=\"http:\/\/www.drewspark.co.uk\/drews-park-village-association\/\" rel=\"nofollow noopener\" target=\"_blank\">Drews Park<\/a> and <a href=\"https:\/\/www.pdf-archive.com\" rel=\"nofollow noopener\" target=\"_blank\">PDF Archive<\/a> respectively, for more information on how to write the final report.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-your-final-meeting-report\">\n<h2>Upload your final meeting report<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the file upload form field provided to upload a copy of your final meeting report.<\/strong><\/p>\n<p>By uploading a copy of your final meeting report every time you run a checklist from our Meeting Minutes Template, you are securely storing meeting note information in the cloud, that can be accessed easily and quickly by all relevant personnel, from anywhere. This also gives your meeting note information in a format compatible with an <em>Electronic Document Management System, <\/em>allowing you to reap the benefits of that come with these systems.<\/p>\n<p>For more information on Electronic Document Management Systems and the benefits that come from using these systems, <strong>read<\/strong>: <a href=\"https:\/\/www.process.st\/enterprise-document-management\/\" rel=\"nofollow noopener\" target=\"_blank\">What is an Enterprise Document Management (EDM) System? How to Implement Full Document Control.<\/a><strong><\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Final meeting notes report <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Your meeting final meeting notes report needs to be <strong>reviewed and approved<\/strong> by the relevant personnel. Use the members form field provided to select the personnel to review and approve the final meeting notes report. <\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Due date for final meeting notes approval <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Upload your final meeting report<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.meetingminutes.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Meeting Minutes<\/a> - <em><a href=\"https:\/\/www.meetingminutes.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Welcome to Meeting Minutes<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.transcriptionwing.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Transcription Wing<\/a> - <em><a href=\"https:\/\/www.transcriptionwing.com\/five-reasons-why-meeting-minutes-are-important\/\" rel=\"nofollow noopener\" target=\"_blank\">Five Reasons Why Meeting Minutes are Important<\/a><\/em><\/li>\n<li><a href=\"https:\/\/lessmeeting.com\" rel=\"nofollow noopener\" target=\"_blank\">Less Meeting<\/a> - <em><a href=\"https:\/\/lessmeeting.com\/7-steps-perfect-meeting-agenda\/\" rel=\"nofollow noopener\" target=\"_blank\">7 Steps to The Perfect Meeting Agenda<\/a><\/em><\/li>\n<li><a href=\"https:\/\/whatis.techtarget.com\" rel=\"nofollow noopener\" target=\"_blank\">Tech Target<\/a>&nbsp; - <em><a href=\"https:\/\/whatis.techtarget.com\/definition\/action-item\" rel=\"nofollow noopener\" target=\"_blank\">Action Item <\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.drewspark.co.uk\" rel=\"nofollow noopener\" target=\"_blank\">Drews Park<\/a> - <a href=\"http:\/\/www.drewspark.co.uk\/drews-park-village-association\/\" rel=\"nofollow noopener\" target=\"_blank\"><em>Minutes<\/em><\/a><\/li>\n<li><a href=\"https:\/\/www.pdf-archive.com\" rel=\"nofollow noopener\" target=\"_blank\">PDF Archive<\/a> - <em><a href=\"https:\/\/www.pdf-archive.com\/2015\/09\/01\/sample-board-meeting-minutes\/sample-board-meeting-minutes.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Meeting Minutes Template<\/a><\/em><\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/business-meeting-meeting-business-5395567\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/jmexclusives-10518280\/\" rel=\"nofollow noopener\" target=\"_blank\">jmexclusives<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/www.publicdomainpictures.net\/en\/view-image.php?image=289101&amp;picture=documents-approval\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/www.publicdomainpictures.net\" rel=\"nofollow noopener\" target=\"_blank\">Public Domain Pictures<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/startup-start-up-notebooks-creative-593327\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/startupstockphotos-690514\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup StockPhotos<\/a>, re-sized<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/standup-meeting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Standup Meeting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-standup-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Standup Meeting<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-project-manager-meeting-planner-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Project Manager Meeting Planner Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/hoa-board-meeting-agenda-template\/\" rel=\"nofollow noopener\" target=\"_blank\">HOA Board Meeting Agenda Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ray-dalios-meeting-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ray Dalio's Meeting Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/standup-meeting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Standup Meeting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/virtual-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Meeting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Complaint Procedure<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-development-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Plan Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"> Office Conflict Resolution Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/workforce-planning-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Workforce Planning Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/vacation-request-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Vacation Request Form<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/satir-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Satir Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/nudge-theory-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Nudge Theory Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lewins-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Lewin's Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kubler-ross-change-curve-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kubler-Ross Change Curve Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/kotters-change-management-model-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Kotter\u2019s Change Management Model Process Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/hr-strategic-plan\/\" rel=\"nofollow noopener\" target=\"_blank\">HR Strategic Plan<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-transition-plan\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Transition Plan<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/disc-assessment-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">DISC Assessment (Structure Template)<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Run our Meeting Minutes Template to quickly, simply, and effectively keep a record of your business meeting. What are meeting minutes?&nbsp;Meeting minutes are a written transcript of what has been discussed during a meeting. The notes taken during the meeting are often taken by a designated note-taker or secretary. Notes are often proof-read and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":23857,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"23","template_description":"Run our Meeting Minutes Template to quickly, simply, and effectively keep a record of your business meeting.","template_id":"paDTulplfrWC4gdrGbhFfg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Record checklist details","task_slug_1":"record-checklist-details","task_2":"Before the meeting:","task_slug_2":"before-the-meeting","task_3":"Plan the meeting","task_slug_3":"plan-the-meeting","task_4":"Email attendees","task_slug_4":"email-attendees","task_5":"During the meeting:","task_slug_5":"during-the-meeting","task_6":"Note down individuals present","task_slug_6":"note-down-individuals-present","task_7":"Discuss agenda item 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