Whether it’s a formal or informal meeting, this template is designed to get you organized and put everyone on the same page even before you meet with clear agenda items. Because it’s a Dropbox Paper doc, it lets you link to calendar events and use time-saving keyboard shortcuts.
If you have existing docs with background info, add links to help your team get up to speed. Before the meeting, share your meeting notes doc to provide context for the discussion.
To make a note more noticeable, add images or Dropbox files to provide proof points and examples. With the Paper mobile app, you can snap a picture of whiteboards and stickies, and your photo will be automatically placed in your meeting notes.
The template’s to-dos feature shows your team the next steps and helps you follow-up and keep track of action items ahead of the next meeting. To quickly create checkboxes, type brackets (“[ ]”) followed by a space. To assign to-dos, just tag a teammate with @ plus their name.
This meeting minutes template is made in Dropbox Paper, a collaborative workspace where teams can create and share early ideas. Paper makes it easy to take meeting notes, assign to-dos, develop creative ideas and manage projects. With Paper as your central project hub, you don’t have to be in the same room to be on the same page.
How you take notes in a meeting starts with simply focusing on what’s important about the meeting and being organized about how you relay that information to others. Taking effective meeting minutes allows everyone to review what was discussed so they can stay on the same page. The best way to take effective notes in a meeting is to have a solid structure in place well before the meeting begins. To do that, simply start with this meeting minutes template in Dropbox to create your own document with the meeting agenda and the list of participants. Then, as the meeting is happening, you can add what’s specifically being talked about and who says what. At the end, you can add any action items and due dates by adding @mentions as well as any necessary links for context. Finally, share the document with those who participated in the meeting.
It’s easy to create a meeting minutes template in Dropbox using Dropbox Paper. You can simply use the existing meeting minutes template in Paper. Or you can custom create your own meeting minutes or meeting agenda template by creating a brand new Paper doc. In the upper right hand corner of your Paper doc, you’ll see three dots indicating various options you can choose from. Click on the three dots and scroll down to ‘Templatize.’ From there, your Paper doc becomes a bespoke template that you can re-use over and over again to keep your meeting notes organized and without ever having to start over from scratch.
Keeping track of your meeting notes is second nature in Dropbox because you can organize everything right there. One of the best ways to keep track of your meeting notes is to create an organized filing system for all your meeting notes—and other critical documents—so you and your team can view and share the files simply and easily. Creating a filing system for your meeting notes is also a great way to help your team collaborate more effectively, too. Team members can engage more easily with your meeting notes by adding comments to the document to clarify some of the notes or add important action items.
You can keep meeting notes more organized by separating your meetings by their topics. Chances are, the meetings you have at work aren’t just one type of meeting. For example, you may have bi-annual board meetings, monthly or quarterly brainstorming meetings, weekly one-on-one meetings, job candidate interviews, or perhaps work study sessions where you need your notes to be thorough. Create a “Meetings” folder within Dropbox and then create a sub-system of meetings types so you always know where to look for important meeting notes—no matter what kind of meeting it is.
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Want to customize your notes for your next team meeting? Paper lets you build your own clean, professional-looking template for meeting minutes or agendas with any subheads and sections you choose.