- New project for each meeting
- Same project that you reference every week
My meeting project has been pretty rough, with just a running list of tasks from each meeting, separated by sections with the meeting date. I’d like to be a bit more organized with things, but am not sure how to utilize the meeting agenda template for repeat meetings. What happens to previous meeting tasks? Trying to figure out a way without creating a new project for each meeting. Any tips?
Just my experience - nothing that says this is the best way…
Thanks @Joel_Charles! Does your General Tasks section tend to balloon over time?
So for your meeting sections, do you add a new section each week for each meeting date or do you have 2-3 standing sections, with “Next Meeting” being the most current?
Soooo sorry for delayed response! I’m not a big fan of the “next meeting” header as I like to use specific dates - its just that much clearer. So let’s say it’s a monthly meeting, I’ll keep the section headings updated a few months out, like I’d have an 10/1 Agenda, 11/1 Agenda, 12/1 Agenda… and then often during meetings we hit some topics that we table for later, so I’ll drag it right then into one of the upcoming meeting sections. It allows me to always have holding areas for topics for a few meetings out, and then when it comes to meeting time I’m rarely starting from scratch because there are already topics that have been dropped in there. And after the October meeting I’ll look over any topics not addressed and drag them somewhere - into an upcoming month or into the general “Upcoming Topics” section. And then I delete the 10/1 Agenda heading because that’s past (or you can complete it).
As to General Tasks, yes, it can get bloated, although often tasks that come up are getting moved into other existing projects. The General Tasks is my general practice but it varies - sometimes I need a few more sections to categorize the general tasks.