My Meetings Template Project is by far the most copied project I have. In fact I now have two…
One is a list project and the other is a Board Project, reason being I am trying to work out if one style best suits meetings.
They have standard structure as per below;
The call out tasks in this are the following;
“Standup For” (in the overview section of the Board Project) and “Update - With the purpose of the meeting” (in the List Project). I use this task to link back to the Project that this meeting belongs to and also to my “Master List Project” both of these have a section that relate to all the meetings. Which means I can easily reference any meeting associated with a project and hopefully not lose the information for the meeting the ever expanding Project List.
I also specifically have task created to make sure I follow up on the notes/actions I took from the meeting and set a specific task if the meeting is reoccurring so I try and review the previous meeting notes before going into the next one.
A couple of things have come out of me using this process for quite a while. I really really really would like the ability to store my own template project (ie like Templana) yes I know it is coming but am just impatient. Also I need to think more about how I use the task name as I end up having 5 plus tasks due today with the name “Reoccurring Meeting Scheduled” and/or “Check and review etc” which doesn’t help me much.
@Alexis I like you idea of having [quote=“Alexis, post:1, topic:456”]
The task titles include the date of a meeting, attendees, and a description (ex. “2/10 Community with Kaitie”) and then I take notes for each meeting in the task description.
Might explore that further in how I name my tasks and also having a specific project for Meetings which the Purpose Task can go into.
ps. Really like the Quote option when posting…