Simple Meeting Notes with Tasks
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Meeting Notes

Keep your project, meeting notes, and tasks all in one place.
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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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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
Copy this doc
Click to delete sample data
Use this button to take meeting notes, and add any associated tasks and projects
New meeting
Meeting Notes
1
Details
Date
Notes
Summary
Client
Attendees
1
2/22/2022
Open
Meeting summary here...
Client A
2
11/16/2022
Open
Client B
3
1/3/2023
Open
Client C
4
12/6/2023
Open
Client A
Haley Woolverton
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Task Status
0

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