Best Way to save Meeting Minutes in Smartsheet

dragrace3

I am looking for recommendations on the best way to save meeting minutes in my Smartsheet project plan and/or work space. We are starting a 5 - 10 year initiative that will include my core team, stakeholders, and team members from other sites in our North America operations. I will have regular meetings with the core team and in the future we will have meetings with other locations throughout North America.

How do you recommend I organize our project meeting minutes so that they are easy to find and do not get lost over the course of 5 years?

Thanks,
Matt

KPH

There is a WorkApps Template called Meeting Management that has a sheet to populate with the minutes, reports created from that, and a dashboard. It didn't work for us, but could be a good starting point.

While trying to find a link for you, I also found this

https://app.smartsheet.com/b/publish?EQBCT=e716595b11154dbfb837391ef83ff83b&_gl=1ylo7sh_gcl_auNjg2OTY5MjA5LjE3MTgwMzQ0NDk._gaMTI5NjQwMjI1MC4xNzEyNDU2OTI3_ga_ZYH7XNXMZK*MTcyNTY2NzU2Mi4zNTAuMS4xNzI1NjcyMDYyLjU4LjAuMA..

and this

https://www.smartsheet.com/template-gallery/meeting-management

Neither of which look like the one I tried. Could be worth a look.

KPH

There is a WorkApps Template called Meeting Management that has a sheet to populate with the minutes, reports created from that, and a dashboard. It didn't work for us, but could be a good starting point.

While trying to find a link for you, I also found this

https://app.smartsheet.com/b/publish?EQBCT=e716595b11154dbfb837391ef83ff83b&_gl=1ylo7sh_gcl_auNjg2OTY5MjA5LjE3MTgwMzQ0NDk._gaMTI5NjQwMjI1MC4xNzEyNDU2OTI3_ga_ZYH7XNXMZK*MTcyNTY2NzU2Mi4zNTAuMS4xNzI1NjcyMDYyLjU4LjAuMA..

and this

https://www.smartsheet.com/template-gallery/meeting-management

Neither of which look like the one I tried. Could be worth a look.

dragrace3

Thank you for the reply and the information.

KPH

No problem, good luck!