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Meeting Minutes Planner for Google Sheets

Learn how to get the most from your new planner

Select the ‘Settings’ sheet and enter the following information:

Meeting Name: Give your meeting a name.
Date: Enter the date which the meeting will take place.
Time: Enter the time which the meeting will take place.
Location: Specify where the meeting will take place, such as Online, Meeting Room B etc...
Organizer: Select the name of the person who is organizing this meeting.
Team: List the names of everyone who's involved with this meeting.
Status: You may rename one or more of the default statuses.
Priority: You may rename one or more of the default priorities.

🟢 Tip: To remove an entry in the ‘Team’ list, right click on the entry and select ‘Delete -> Table Rows’.

The meeting sheet is where you'll capture all your tasks, objectives and more.

Meeting Objective: Clearly specify what the objective is for this meeting. This helps ensure everyone understands why the meeting is taking place.
Decisions: Each time a decision is made, it's important to list it in this section. This way, there's no chance for confusion or wasted time once the meeting ends.

The Tasks table is where you'll capture all your tasks, it contains 8 columns.

Task: Enter the name of your task.
Status: Select a status from the dropdown menu.
Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
Start Date: Enter the start date for this task.
End Date: Enter the date which this task should be completed by.
Assigned To: Select someone from your team from the drop-down list.
Progress: Enter a value between 0 and 100, which represents completion progress.
Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: All dates must be entered in the following format: January 1, 2023

🟢 Tip: Progress percentage is automatically color coded.