Meeting Agendas - Are you utilizing Smartsheet's Meeting Management Template Set?

Meech P

Hello,

I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags.

We are considering using the template to track agenda items, attendance, action items, etc. however we are planning to keep the detailed notes from our meetings in OneNote with links back to Smartsheet as we can’t use rich text in sheets. Our other option is to keep everything in OneNote and use Smartsheet to track our attendance and action items (with links in OneNote back to Smartsheet).

For those of you using Smartsheet for your meetings, would you please offer any insight, tips & tricks as to how you made the template work for your institution? Any design ideas or workflows would be much appreciated.

Thanks in advance,

Meech  

Alejandra

Hi Meech,

I don't have much input on this since it's not something I've personally done, but I wanted to let you know that Zapier makes it possible to integrate Smartsheet with OneNote. 

Here's the link: https://zapier.com/app-directory/onenote/integrations/smartsheet

I hope this helps!

 

Meech P

Thanks for responding, Alejandra. 

We considered Zapier but were hoping to not have to implement yet another software/app to integrate the two. I think we found a workaround, though it’s not ideal.

Thanks again,

Meech

Andrée Starå

Hi Meech,

Another option could be Microsoft Flow.

More info: https://flow.microsoft.com/en-us/connectors/shared_onenote/onenote-business/

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD