Forum Discussion
Struggling to keep 1:1 meeting notes organized across weeks in Teams
I have 8 direct reports and we do weekly 1:1s. Right now I'm keeping notes in OneNote but theres no easy way to carry over action items from last week or see what we talked about 3 months ago without scrolling forever. Teams meeting notes are even worse because each meeting creates a separate note. Someone in my company suggested using a Loop page but that still doesnt solve the continuity problem. How are other managers keeping a running history of 1:1 conversations thats actually searchable and organized?
1 Reply
8 direct reports with weekly 1:1s doesn't seem like much from the outside but I know how it can get. OneNote gets messy fast and Teams notes creating a separate page per meeting is honestly the worst design choice for recurring 1:1s.
Loop is a step up but like you said, it still doesnt solve the continuity thing. You want action items from last week to automatically show up this week, and you want to be able to look back at 3 months of conversations without scrolling through a giant document.
I started using Teamflect for this and its been solid. Each meeting has a dedicated page where you can add agenda items throughout the week. Action items carry over automatically until someone marks them done. We found out about this because we were initially using it for goals and realized there was a meeting module too. I'm sure there are other meeting tools out there in the app store as well.
