Simple Meeting Notes with Tasks
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Simple Meeting Notes with Tasks

Meeting Notes with tasks

Keep your project, meeting notes, and tasks all in one place.
Turn your meeting notes into tasks so you can stay on top of all your projects. Thanks to Coda’s building blocks, this doc is modular - make a copy and tailor it to your specific workflows and team needs.
To use this template in an existing doc, make a copy then click “Copy to doc” ⤵️
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Usetemplateindoc.png
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To start, copy this doc by using the blue copy button
Then use the sample data to familiarize yourself with features of this doc
Finally, come back to this page, delete the sample data and customize your brand new doc to your heart’s content
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Copy this doc
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Click to delete sample data
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Use this button to take meeting notes, and add any associated tasks and projects
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New meeting
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Meeting Notes
2
Details
Project
Date
Attendees
Notes
Summary
Details
Project
Date
Attendees
Notes
Summary
1
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Project/Client A
2/22/2022
Maria Marquis
Open
Meeting summary here...
2
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Project/Client B
11/16/2022
James Booth
Open
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3
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Project/Client C
1/3/2023
Nicole Stoltenberg
Open
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There are no rows in this table
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You guessed it! This button is for adding tasks. You will notice a “scratchpad” section. Use it to give your tasks additional context.
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Add task
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Tasks
5
Details
Project
Task name
Owner
Status
Raised
Due
Details
Project
Task name
Owner
Status
Raised
Due
1
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Project/Client A
Task 1
Polly Rose
Completed
Feb 7, 2022
Feb 14, 2022
2
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Project/Client A
Task 2
Polly Rose
Completed
Feb 9, 2022
Feb 17, 2022
There are no rows in this table
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The button below will open a dialogue box that will allow you to add a new project and any associated meetings and tasks. Go ahead, try it!
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Add project
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Projects/Clients
0
Details
Project
PM
Total Tasks
Tasks Complete
Percent Complete
New meeting
New task
Meeting Notes
Tasks
Details
Project
PM
Total Tasks
Tasks Complete
Percent Complete
New meeting
New task
Meeting Notes
Tasks
1
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Project/Client A
Felix Marlin
2
2
000
100
New meeting
Add task
2/22/2022
Task 1
Task 2
2
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Project/Client B
Lola Tseudonym
0
0
000
New meeting
Add task
11/16/2022
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3
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Project/Client C
Polly Rose
0
0
000
New meeting
Add task
1/3/2023
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There are no rows in this table
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Task Status
0
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