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Project-Meeting Minutes Integrated Notion Template

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Project-Meeting Minutes Integrated Notion Template

📌 This project & meeting template was created with two purposes:

  1. Ensure that work is not duplicated or omitted during the collaboration process.
  2. Simple repetitive tasks are solved through automation or integration.
* The free version is a meeting minutes demo template.

Good People To Use 🤔

  • Junior PM without a senior or mentor
  • People who suddenly became a team leader one day
  • A team just starting a side project

Good Situations To Use 💭

  • When existing project management is not satisfactory
  • When what was said at a meeting was not recorded well and you keep looking at the meeting minutes.
  • When it is difficult to see project progress and members’ achievements at a glance
  • When you want to successfully manage a new team project

Features 🛠️

Differences from other templates

  • Agenda management in meeting minutes has been made linked to project documents. If you create an agenda for a specific project in the meeting minutes and immediately link it to the project document, you can later check the agenda immediately within the project document.
  • The part that connects and visualizes projects/tasks

Extra Features

  • Projects/tasks are connected so you can check task progress for each project
  • You can quickly check yesterday/today's task progress for the entire team through the Daily Scrum Board view of the task.

Manual 🔢

Specific usage methods are explained in callouts (colored boxes) within the template.

Create Proect

  • When you create a new project DB, a project with the template applied is automatically created.

Create Task

  • When you create a new task DB, a task with the template applied is automatically created.
  • When you create a new task within the project DB, a task linked to the project is automatically created.

Create Member Paper

  • Member documents are filtered by the creator when creating the document. If you want to change it to someone else, just change all filters to that person.

Meeting Minutes Management

  • Agenda Creation: If you create an agenda within the meeting minutes, an agenda linked to the meeting minutes is automatically created.
  • You must link the related project to the created agenda so that you can check the agenda immediately in the project later.
  • When creating an Action Item after discussing an agenda, a task linked to the agenda is created directly from the Action Items table in the agenda template.

Contact 📲

For inquiries about customization, tutorials, etc., please email cooliarment@gmail.com.

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