Project plan-->Meeting Agenda & Notes

Liz J.

Hi-

I use Smartsheet to manage all of my project plans, and to run many of my technical meetings to gather updates.

It would be incredible if there was a way to create a meeting agenda or notes to send out after a meeting. I am looking for a format to share that looks and reads different than a report.

Thanks,

Liz

Richard Heath

Hi @Liz J.

We've been using Smartsheet for Meeting Minutes for a couple of years now. Whilst they don't look as pretty as something formatted in word, the Automation to notify the Action when something is Due is quite handy. Our team has slowly migrated away from MS Word. We simply PDF the minutes on completion and email to the Project Team, so the Sheet is a rolling update. We save a copy of the PDF minutes in Sharepoint for retrospective review.