Meeting notes on Asana

Hello @Shelley_Godnai welcome to the Asana Community Forum :wave:

I recommend the following as an example:

  • Create a meeting project.

  • Create two template tasks with the different agenda. Every discussion point is added as a subtask.

  • Set up stages/sections depending on your needs (could be for example upcoming, in progress, action steps after meeting, and more)

  • Add custom fields to the project such as: multi-select for meeting participants, etc

  • Create a task from the task template.

  • When you have the call define one person responsible for taking notes. They would then add detailed notes for everything that has been discussed in the relevant subtasks and if there is anything to be actioned assign the task accordingly.

Hope that helps :slight_smile: