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Board Meeting Minutes Template

Prepare and run meetings as efficiently as possible while keeping everyone in the loop. Ensure all stakeholders have the materials they need at their fingertips to get things done.

Use template
Meeting Agenda Board

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gmail
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copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for managing your meeting agenda
with our template


Double your productivity before, during, and post meeting. Before the team meets, easily create and share an agenda with all the relevant information. Take notes, share files, and assign owners to tasks right from the template. Post meeting, get an overview of where initiatives stand, view a record of the discussion, and prepare for the next meeting. When using this template, you'll access:
Columns

Contextualize your work

Use columns to indicate everything from main talking points, meeting time and place, who is attending, action items, or whatever else you need for complete synchronicity.
Files

Easily access
assets

Upload key files for review and storage, create a document within the template for brainstorming, and ensure everyone can access all materials in one place.
Filters

Zoom in on tasks

Filter the template board based on work that's completed, in progress, or stuck. Search by owner, date, task name, priority, or any other criteria you can think of.

Board Meeting Minutes Template features

When you use our agenda template to plan your meetings, you'll unlock capabilities that will allow you and your team to work without limits. A few of those features are:

  • Dashboards See your most important insights from the template in once place to make smart, data-driven decisions.
  • Automations Stay on top of meeting action items with automations that limit repetitive work such as sending reminders.
  • Views View your data, agendas, and due dates however you want—we offer 8+ views from Calendar to Kanban.
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    Make your meetings more impactful than ever with monday.com

    Transform the way you work by using one of our templates that allows you to plan, manage, and run any kind of initiative seamlessly. Easily collaborate with team members, make data-driven decisions, and create one source of truth on monday.com.

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    Frequently Asked Questions

    Questions?
    • When you use monday.com's Board Meeting Minutes Template, you can easily customize it to include essential information you need for a board meeting. This can include:
      • Meeting date, time, and location
      • Names of attendees and absences
      • Updates or changes from the previous meeting's minutes
      • Motions taken or recinde
      • Additions to the agenda
    • Word offers a meeting minutes template, but it lacks the flexibility, customization, and visual capabilities of other work softwares. On monday.com, all work is dynamic and updated in real-time. Anyone can make changes to the template or tag a board member in just a few clicks.
    • When taking meeting notes, it may be wise to avoid the following:
      • Switching tenses in your writing
      • Emphasizing more of the debate and not the outcome
      • Including personal opinions or observations
      • Using verbatim quotes
      • Summarizing documents shared in the meeting