Archiving Meeting Minutes

Deb Schindler
Deb Schindler ✭✭
edited 12/09/19 in Smartsheet Basics

We have to archive (over several years) and be able to search our meeting minutes for accreditation purposes. I can use the Meeting agenda sheet (Meeting Management set) for both agenda and minutes. How can I save the July agenda/minutes and create a new agenda/minutes sheet for the August meeting? Should I create a workspace just for archiving these sheets and dump them in there? Thanks,



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 07/23/18

    Hi Deb,

    Depending on how you want to drill down when looking for the meeting minutes my recommendation would to either have a workspace for archival of past meetings and another for the present meetings, or you could have a workspace and then have an archive folder where you move the past meetings. It's a personal preference. I think it will be easier to search in the archive if it's in a separate workspace.

    What do you think? Would that work for you?

    I hope this helps you!


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