Minutes of Meeting

What are your best practices?

Currently during a meeting I switch between Wrike and OneNote. We track the project in Wrike and anything that is said I write down in OneNote. Any new tasks that pop up I add to the project after. Also I clean up the MOMs after.

However I do hate switching between the two apps and I only have my laptop screen during these meetings.

Any tipps?

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Comments

Aybüke Novosad

Hi Georgina, this is Aybuke from Wrike team.

1) You can create Meetings Folder

2) You can create Custom Item Types for meetings. You can hide all the unrelevant fields, create a description template, and set custom workflow.

I would create it as tasks so that I can make them recurrent, and even assign effort.

3) you can create custom statuses: Future Meeting, Pending Items, Closed, etc

4) During the meeting, if there will be action items, you can use Wrike's AI Subtask Creation which was released back in 2022! The action items/tasks created can be cross-tagged to their relevant projects too.

Let me know your thoughts

David Simmington

Hi @Georgina Pilbeam,

Instead of OneNote, what if you simply use the Wrike task or project Description field to take live notes? You can create a task like “Meeting Notes - [Date]” and type directly into it. When you then highlight the text you've typed, you'll see options like "Create subitems" which you can use to immediately create a task yourself, or better yet, the other option is "Scan the selected text for actionable items and let our AI create subitems for you." This last one is quite powerful and a time saver!

Also, if you haven't already, create a meeting template with sections like:
-Agenda
-Key Discussion Points
-Decisions
-Action Items
Then you can duplicate this for each meeting. It's clean, all-in-one, and action items never get lost in translation.

Georgina Pilbeam

This is a great idea and something I'll be trying out! Thanks

Florian Kislich

And if you long for a more powerful whiteboard feature, you could try the new klaxoon integration!

Chris DeFelice

Our project template includes two folders, one for Meeting Minutes and one for Stakeholder Updates. We simply append our meeting minutes/updates to the top of the description field for each folder.

This also allows you to use the built in Copilot feature to review notes for a specific meeting date and identify tasks that need to be created. Just go to the project in question, click the Copilot button, and say something like "Review the notes from 10/1 in the Meeting Minutes folder and identify follow-up tasks".

I took it a step further and set up a webhook to fire when descriptions are edited, then have Power Automate trigger if the request is for "Meeting Minutes" or "Stakeholder Updates" and automatically update my audit list in SharePoint with the timestamp. This lets me know if project managers are following our process and updating the minutes for their weekly project meetings.

Georgina Pilbeam

What I've actually ended up going for is commenting on the tasks during the meeting and going through the streams after the meeting and writing my Moms.