Actionable meeting summaries
Hi everyone. I got a question and would like to learn from your experience: Any examples of how you use Smartsheets to write actionable meeting summaries?
Here's what I have in mind
My goals: Creating a "Meeting Summary Area" for each project, that will include all meeting summaries. Summaries must be concise and actionable.
How I think of accomplishing this:
- Create a form to use for writing summaries. The form should include "Points discussed" (for capturing discussion points) "Decisions made" and "Action items" (both self-explanatory).
- Each question should also have relevant sub-questions, such as "Start Date, End Date, Assignee, etc."
- After filling the form, it should populate to a sheet in the "Meeting Summary Area" of the relevant Project.
- Then, I wonder if we're able to link a row that contains an action item, into the project's project management sheet. This way, the action item can be added to the project timeline easily (I envision that the Summary sheet columns match the Project sheet's columns so that copying it from the summary to the project sheet can be done seamlessly).
- Every row which is not project-related can be left as "stand-alone", however, an assigned task will be added to the task owner's personal task report - so that both they and the Project Manager can follow up.
How does this sound to you? How do you do meeting summaries in Smartsheets? any tips?
Thanks,
Alon
Comments
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Hi @Alon Ekhoiz
I hope you're well and safe!
Have you checked the Solution Center and the available templates? They can be excellent starting points.
Did that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hey Andree, nice seeing you around :)
I updated the post as it was sent prematurely. Care to have a second look?
Regarding the solution center, I found an old template that doesn't meet my requirements. Do you have any suggestion of something that might will?
Thanks,
Alon
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Likewise! 😉
I'd recommend keeping the meeting the meeting process separately for each project, and then you could connect it to the main project sheet in a couple of different ways.
Make sense?
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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It does.
Would it fit my solution, is it feasible in your opinion?
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Yes, at least with the information I have. You can always test it and see if it works and make changes along the way as needed.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you!
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