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Managing Meeting Minutes in MS Teams

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Frequent Contributor
Hi all,

Can you please share some examples how you are using MS Teams for managing meeting minutes?

What are the best practices and use case or template we can configure to manage meeting minutes in MS Teams?

I believe we can use planner and or shared One OneNote to drive this ideas. However, I want to hear from others if they have any better suggestions?

Many thanks and look forward to hearing from you.
8 Replies
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Hi! What do you mean by manage meeting minutes exactly?

 

/ Adam

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Hi Adam,

Thanks for your response. I am referring the minutes of meeting (may be a template) and also the whole process around setting up meeting to closure with the action items?

Please share if you have any user stories, suggestions or best practices to do above in a better way using MS Team.
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You can use Onenote and use a nice meeting template with standpoints and so on! Meeting information can be easily put into the note by choosing home -> meeting details

You can share a Onenote in the meeting as well

Soon There will be further features like Office 365 will ask you to share meeting notes if it detects you taking notes during a meeting you have in your calendar and so forth

From the OneNote you can use The Outlook tasks tab to transfer a note to a task which will then be available both in outlook and in To-DO

 

If you have important tasks which you need to assign to different people or need to create many steps, do teamwork and so on, you can use Planner! Try out the possibilites and do what works best in your scenario!

 

/ Adam

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@Badal Ratra OneNote meeting pages can be saved as a template in a section and created from the meeting invite itself.  They can all be saved in the Notebook on your SharePoint site to be found back. If you are in a meeting in teams you can also create notes within that meeting but you will have to go back and search for past events in order to find the notes again. My suggestion OneNote in a meeting section. 

 

 

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@Badal Ratra - I started to experiment in capturing my minutes of the meeting in Microsoft Planner. In essence it is a live set of actions in 'Planner'. I created 4 buckets i.e. 1) To-Do, 2) In Progress, 3) Completed and 4) Decisions & Notes. I scan in the 'attendance register' and the Agenda - which is then unique per meeting. All actions from the meeting is captured (in one of those four buckets), including 'Welcome & Introductions', 'Safety Moment', 'Values Moment'. Result: The result is that the app will email attendees with actions under there name, with the agreed deadline dates, and this shook up the attendees a lot - so now I realize how few people read old fashioned minutes and this new of doing is pushing up the productivity big time. People now go and update Planner before the meeting - making the meeting progress even quicker.

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@JurieMoolman  I am new to Teams and really like this idea.  How would you manage this for a weekly meeting?  Is each week's meeting a different project or do you just continue to add tasks to a running project?  

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I will also be interested to know more ;)

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@JurieMoolmanHow did you connect planner to your meeting? I have installed planner within my MS Teams application but have not found a way to add files or connect the program to meetings.

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