Meeting Tracker

What is the Meeting Tracker template?

An interactive communication log to keep your project moving forward.

What is included?

• Project overview section

• People list

• Tracking table

• Parking lot

• Filled out example

Setup Instructions

1. Open Canvas view.

2. Populate the Project Info section.

3. Add all your meeting invitees to the People widget.

4. Populate your meeting list. Include scheduled and unscheduled/future meetings.

   • Meeting name - What meeting is this?

   • Meeting type - Is this a team meeting, a stakeholder meeting, or something else?

   • Meeting agenda - Why are we meeting?

   • Desired meeting outcome - How will we know if this meeting is successful?

   • Status - Is this meeting scheduled, completed, canceled, or postponed?

   • Scheduled Date - When is this meeting?

   • Facilitator - Who is assigned to lead this meeting?

   • Attendees - Who is invited to attend this meeting? Or, who actually attended this meeting?

   • Materials Prepared - Are you ready for this meeting?

   • Minutes Distributed - After the meeting, did you send out the notes of what was discussed/decided?

5. After the meeting, close out your log item by updating the status to Completed.

Helpful tip:

During the meeting, track follow-up items in the same table by creating a sub-record with type "Action Item" and use the following columns:

• Meeting name = Action item name

• Meeting type = "Action Item"

• Agenda = Action item description

• Desired outcome = Definition of done/success criteria

• Status = Scheduled, In Progress, Completed, Postponed, Canceled

• Scheduled date = Due date

• Facilitator = Assignee