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Meeting Management Template

Workiom's Meeting Management app organizes every aspect of team meetings. Track agendas, attendance, and follow-up tasks in one place, streamlining scheduling and ensuring a focused, productive environment. Easily manage recurring topics, action items, and schedules to keep your team aligned and efficient.

Use This Template

The Meeting Management app by Workiom provides an organized solution for teams to streamline the scheduling, planning, and follow-up of meetings. With structured lists for attendees, meeting topics, and recurring items, this app ensures that each meeting is productive, well-organized, and focused on key objectives. Whether you’re managing daily stand-ups or quarterly reviews, this app keeps everyone on the same page, enhancing collaboration and efficiency.

Why Use Workiom's Meeting Management Template?

Organized Scheduling: Easily schedule meetings and send invitations, keeping everyone in the loop.
Clear Agenda Tracking: Structure agenda items for a more focused discussion and document all points thoroughly.
Attendance Records: Track and log attendee details to maintain a complete record of each meeting.
Efficient Follow-Ups: Note action items for effective follow-up, ensuring tasks are clear and timelines are set.

How to Use the Meeting Management Template

This app layout is structured to keep track of all essential aspects of meeting planning and follow-up. Begin by setting up the meeting details, add attendees, and outline agenda items. Document any recurring topics that need continuous attention to ensure nothing is overlooked, enhancing the productivity of your meetings.

Step-by-Step Guide

Meetings List: Schedule meetings with all necessary details such as date, time, location, and agenda using Date Field.
Attendees List: Record and track each meeting’s participants, keeping attendance records by using the User Field.
Items List: Organize agenda items for structured and purposeful meetings.
Recurring Items List: Keep a dedicated list of recurring topics to maintain ongoing discussion.

Features

Reporting Dashboards

Summary Report: Get an overview of meetings held, attendees, and recurring agenda items.
Bar Chart Report: Visualize the frequency of recurring topics and attendance rates.