Notes & Actions Template

Explore

About

Stay On Top of Your Commitments with Connected Notes & Action Tracking

Hi, I'm Corene! 👋

Over the last few years, I created and refined this template to solve my own challenge: keeping atop... well... everything. Too often, action items would get buried in meeting notes or scattered across apps, making follow-through difficult and impacting trust and reliability. This doc allows you to easily capture notes and actions simultaneously and maintains the link between, so context is easily found. It has helped me remain organized and I hope it can do the same for you too! Happy Coda-ing.

⚡ How It Works

This template brings together meeting

Notes⁠

and

Actions⁠

tracking in one place, powered by Coda's linking capabilities and powerful search features.

Here's my daily workflow:

🎬 Pre-Meeting Prep

Add a new row in the

Notes⁠

tab and jot down discussion points ahead of time.

⁠

⁠

🗣️ During Meetings

Click on the Canvas to open the applicable row. In the notes section, type away as key info arises and when actions are discussed, add them directly to the linked Actions table below your notes.

⁠

⁠

✅ Daily Action Review

Start each day in the

Actions⁠

tab to prioritize tasks. Need more context? Each action links back to its original meeting note, giving you the full picture of the discussion.

⁠

⁠

💫 Key Features

What makes this so great?

🔄 Unified System

Keep all your notes and actions in one place, eliminating the need to switch between apps

🔗 Seamless Context

Every action item links back to its source meeting note

🤖 Smart Organization

Automated weekly archiving of completed tasks keeps your action list focused and current

🔍 Powerful Search

Find any note or action item instantly with Coda’s doc-wide search capability

📱Mobile App

Since the things to do don’t always arise while at your laptop, download the app to add actions on the fly.

👥 Who Is This For?

This template works great for:

👔 People Managers

📊 Project Managers

🚀 Team Leads

💪 Individual Contributors

Really anyone who wants to be that office savant, somehow keeping atop (nearly) everything - enabled by a single, easy to use, universal place for all your notes and actions.

Who is this not for? If you really love to, or need to, write your notes, this isn’t for you. The notes and actions sections work together here so if you only need the action tracking, there are probably other, better solutions out there for you.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.