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Video instructions and help with filling out and completing Free project meeting minutes template excel
Instructions and Help about Free project meeting minutes template excel
Hi everyone it's Sam from site mate meeting minutes are a type of document used as a record of items discussed by different parties containing outcomes and next steps so in this video we're going to look at how meeting minutes can be completed and organized using - pivot so that it's easier for you to document access and analyze your meeting minutes at any time so we've already gone ahead and set up the meeting minutes template you can see that you know no forms have been created just yet the way that we're going to do that is we're going to go over here and click this green button add minute you'll see that the template has already been set up we've got a series of fields maybe we want to punch in you know the meeting date and time so maybe it ran from 9:00 in the morning until let's say it ran for an hour so let's say 10 o'clock so we've got that information there the venue was the site office the attendees were Sam Jayne Blake as an example and then people who couldn't attend let's say it was Tom Tom couldn't attend so we've got those records there and then of course in this particular meeting minutes template we have a series of sections for different agenda items you know administration safety program design etc we've got quite a few in here perhaps on this particular project we need all of these and you can see that for each of these topic areas we've got the ability to add an agenda item a discussion point or a record of the discussion points that we had and then of course after that you know we can record you know what were the agreed actions and some due dates and we're able to add you know multiple line items as required you know maybe we have multiple agenda items and talking points we can add all of that information there and and once we're happy with it we can save that form and you'll see that we've got that record stored here in - pivot which we can always access later on a quick note on a couple of handy features inside of - pivot the first is the ability to be able to download these records so you know if I need to print it for whatever reason I can download it as a PDF and print it off I can also send it as a PDF to someone you know click this button and then type in an email address that will send this meeting minute as a PDF to that person's email the other thing that I would say would be this area over here so this activity section basically it gives me full traceability of any changes that get made to this later on so let's say that for example initially we plan to have these three people attend and.