Is there a way to auto-generate an MOM (Minutes Of The Meeting) type of sheet/report from your WBS?

I'd like to know if there's anyone here who has tried generating an MOM (minutes of the meeting) directly pulled from your WBS?

The intention is for PMs to prevent doing duplicate work, one is updating their WBS, then another sheet or document type for their MOM.

Appreciate anyone who can share their experience and best practices.

Thank you!

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Colleen Patterson

@Stella Marie Espedido

If your MOM pulls from the WBS sheet, and are templated to section / field, you may be able to use the generate document function to map fields and have that spin up a mapping. Once your template is in, generating the new document is a quick process.

Alternatively, if you are having the team use a SS sheet for the MOM, I would do data cell links to write in one place and have it import into the other sheet automatically.

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