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What is the easiest way to copy notes from one meeting template and add them to the next?

Reggie Pendleton
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August 23, 2019

After you create a meeting notes page (using the notes template) and have added your meeting notes and action items...what is the best way to copy those action items to the next meeting?

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Brant Schroeder
Community Champion
August 23, 2019

I add the task report gadget at the top of all my meeting notes and then set it to just filter on that specific meeting series based on the meetings labels.  This way as you copy the notes you can delete action items from the last meeting but the will show at the top of the new meeting.  The task report gadget will actually aggregate all incomplete (or complete) tasks so you never have to hunt down what is remaining.

Image of task report in edit mode:

notes.PNG

Reggie Pendleton
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August 24, 2019

This is brilliant...thank you!

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