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Make every meeting productive and avoid redundant discussions in recurring meetings by capturing meeting agendas and notes.

Wondering how to install EDT at your instance?

A simple step by step video is ready. Here at Youtube!

Try it live


Whether it is a sync, a catchup, an all-hands meeting, or even a project-specific meeting, recurring meetings are an inevitable part of business life. With that in mind, ensure that the meetings are productive and tackle the relevant topics by using this meeting notes template to create a clear agenda, keep the meeting focused, capture important discussion points and decisions.


How to use the Weekly meeting notes:


Step 1. State the meeting purpose

You are meeting for a reason, a purpose, so this need to be clearly laid out in the meeting agenda. Why are we meeting? What will be discussed? Provide a brief overview plus discussion topics and meeting outcome goals of to keep participants on track. 

Step 2. List action items

Throughout the meeting, there will be action items that you need to track. Use "Action items" section to list the tasks that need to be completed. Set the status of each task accordingly to track its progress.

Step 3. Take detailed meeting minutes

It's important to take and maintain detailed meeting minutes or notes.  Since most of us don't have a perfect memory, "Meeting notes" can serve as the official record of the discussion and decisions. Since the notes remain on the page, attendees can refer to it at any point to review information and check on action items identified in the meeting.


 Ingredients

Apps

Hosting platform

Server, Data Center
 Expand to use this template in your instance using storage format. Our quick start video will help you get up and running fast!

You can copy and paste this code into the Confluence Source Editor:

<ac:layout>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <ac:structured-macro ac:macro-id="21564fc9-b14b-45a1-9c4b-3a2420a98788" ac:name="note" ac:schema-version="1">
        <ac:rich-text-body>
          <p>
            <em>Images are not included in the storage format. Feel free to add them to your liking.</em>
          </p>
        </ac:rich-text-body>
      </ac:structured-macro>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <h2>
        <span style="font-size: 20.0px;letter-spacing: -0.008em;"> Meeting overview</span>
      </h2>
      <ac:structured-macro ac:macro-id="f5501719-1ed1-408f-a43c-86a64aa1c3ee" ac:name="hidden-data" ac:schema-version="1">
        <ac:parameter ac:name="whenNotEmpty">Overview</ac:parameter>
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body>
          <p>
            <span style="color: rgb(193,199,208);"> <em> <span style="color: rgb(122,134,154);">Provide brief overview and goal of the meeting in this </span> <span style="color: rgb(122,134,154);"> <a class="external-link" href="https://docs.servicerocket.com/scaffolding/macro-reference/text-data" rel="nofollow" style="text-decoration: none;">Text Data</a> <span> m</span>acro.</span> </em> </span>
          </p>
        </ac:rich-text-body>
      </ac:structured-macro>
      <ac:structured-macro ac:macro-id="7730a40c-8abe-4f90-bb3d-ccc97447ff54" ac:name="panel" ac:schema-version="1">
        <ac:parameter ac:name="bgColor">#add8e6</ac:parameter>
        <ac:rich-text-body>
          <ac:structured-macro ac:macro-id="e265a2ac-8473-42ed-83ba-898dc78b9e46" ac:name="text-data" ac:schema-version="1">
            <ac:parameter ac:name="name">Overview</ac:parameter>
            <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
            <ac:rich-text-body>
              <p>
                <br/>
              </p>
            </ac:rich-text-body>
          </ac:structured-macro>
          <p>
            <br/>
          </p>
          <p>
            <br/>
          </p>
          <ac:structured-macro ac:macro-id="fb7a2417-9164-4465-be66-8a24a8a34b1a" ac:name="repeating-data" ac:schema-version="1">
            <ac:parameter ac:name="name">Objectives</ac:parameter>
            <ac:rich-text-body>
              <ul>
                <li>
                  <ac:structured-macro ac:macro-id="50adc582-0f11-4d3b-96dc-f21b68b2bb6f" ac:name="text-data" ac:schema-version="1">
                    <ac:parameter ac:name="name">goals</ac:parameter>
                    <ac:parameter ac:name="type">line</ac:parameter>
                    <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                    <ac:rich-text-body>
                      <br/>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                </li>
              </ul>
            </ac:rich-text-body>
          </ac:structured-macro>
        </ac:rich-text-body>
      </ac:structured-macro>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <p>
        <br/>
      </p>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <h2> Action items</h2>
      <ac:structured-macro ac:macro-id="b29656de-fe36-443d-9cc8-aa14227a607d" ac:name="hidden-data" ac:schema-version="1">
        <ac:parameter ac:name="whenHasRows">Action</ac:parameter>
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body>
          <p>
            <em> <span style="color: rgb(122,134,154);">List down the action items in this <a class="external-link" href="https://docs.servicerocket.com/scaffolding/macro-reference/repeating-data" rel="nofollow" style="text-decoration: none;">Repeating Data</a> macro.</span> </em>
          </p>
        </ac:rich-text-body>
      </ac:structured-macro>
      <ac:structured-macro ac:macro-id="97ccd12f-f8ec-451d-bf97-43f50fd08dff" ac:name="repeating-data" ac:schema-version="1">
        <ac:parameter ac:name="name">Action</ac:parameter>
        <ac:parameter ac:name="initialRows">1</ac:parameter>
        <ac:rich-text-body>
          <ac:structured-macro ac:macro-id="f59408a2-96b4-4bf5-9574-fb3a1b50f335" ac:name="section" ac:schema-version="1">
            <ac:rich-text-body>
              <ac:structured-macro ac:macro-id="d42ff278-8e3e-4c44-b203-8cb7135be0cd" ac:name="column" ac:schema-version="1">
                <ac:parameter ac:name="width">40px</ac:parameter>
                <ac:rich-text-body>
                  <p>
                    <br/>
                  </p>
                </ac:rich-text-body>
              </ac:structured-macro>
              <ac:structured-macro ac:macro-id="04d35e44-5e64-45aa-bdfb-7ee575dfdc20" ac:name="column" ac:schema-version="1">
                <ac:parameter ac:name="width">75px</ac:parameter>
                <ac:rich-text-body>
                  <ac:structured-macro ac:macro-id="a3a51c15-ad95-48d6-93a6-cc4058b8fffe" ac:name="list-data" ac:schema-version="1">
                    <ac:parameter ac:name="name">Status</ac:parameter>
                    <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                    <ac:rich-text-body>
                      <ac:structured-macro ac:macro-id="2ad39ac0-f490-42e5-90fd-f101230d1fe1" ac:name="list-option" ac:schema-version="1">
                        <ac:parameter ac:name="sortValue">3</ac:parameter>
                        <ac:parameter ac:name="value">Done</ac:parameter>
                        <ac:rich-text-body>
                          <p>
                            <ac:structured-macro ac:macro-id="9af9359e-a7c1-44ea-b53e-61bc03f40102" ac:name="status" ac:schema-version="1">
                              <ac:parameter ac:name="colour">Green</ac:parameter>
                              <ac:parameter ac:name="title">Done</ac:parameter>
                            </ac:structured-macro>
                          </p>
                        </ac:rich-text-body>
                      </ac:structured-macro>
                      <ac:structured-macro ac:macro-id="8c0bdb75-a5c2-4fad-a5a6-8917ccbd7c0d" ac:name="list-option" ac:schema-version="1">
                        <ac:parameter ac:name="sortValue">2</ac:parameter>
                        <ac:parameter ac:name="value">Pending</ac:parameter>
                        <ac:rich-text-body>
                          <p>
                            <ac:structured-macro ac:macro-id="686f2929-9639-4e37-8ea6-3c784cf64c31" ac:name="status" ac:schema-version="1">
                              <ac:parameter ac:name="colour">Yellow</ac:parameter>
                              <ac:parameter ac:name="title">pending</ac:parameter>
                            </ac:structured-macro>
                          </p>
                        </ac:rich-text-body>
                      </ac:structured-macro>
                      <ac:structured-macro ac:macro-id="b04b2e31-afe8-4825-9776-0798ca765471" ac:name="list-option" ac:schema-version="1">
                        <ac:parameter ac:name="sortValue">1</ac:parameter>
                        <ac:parameter ac:name="value">In progress</ac:parameter>
                        <ac:rich-text-body>
                          <p>
                            <ac:structured-macro ac:macro-id="f6dfba96-2cdc-4720-98a7-d898ad0c0b12" ac:name="status" ac:schema-version="1">
                              <ac:parameter ac:name="subtle">true</ac:parameter>
                              <ac:parameter ac:name="colour">Yellow</ac:parameter>
                              <ac:parameter ac:name="title">In progress</ac:parameter>
                            </ac:structured-macro>
                          </p>
                        </ac:rich-text-body>
                      </ac:structured-macro>
                      <ac:structured-macro ac:macro-id="ab7fa663-9c9b-45fd-8837-5f80931eedb4" ac:name="list-option" ac:schema-version="1">
                        <ac:parameter ac:name="sortValue">0</ac:parameter>
                        <ac:parameter ac:name="value">New</ac:parameter>
                        <ac:rich-text-body>
                          <p>
                            <ac:structured-macro ac:macro-id="c6864b8d-6b7c-4c06-af02-6b423d8ecd8b" ac:name="status" ac:schema-version="1">
                              <ac:parameter ac:name="subtle">true</ac:parameter>
                              <ac:parameter ac:name="title">New</ac:parameter>
                            </ac:structured-macro>
                          </p>
                        </ac:rich-text-body>
                      </ac:structured-macro>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                </ac:rich-text-body>
              </ac:structured-macro>
              <ac:structured-macro ac:macro-id="a5875c08-e5b6-4955-8b48-5e6ef358c6c1" ac:name="column" ac:schema-version="1">
                <ac:parameter ac:name="width">1px</ac:parameter>
                <ac:rich-text-body>
                  <p>
                    <strong>-</strong>
                  </p>
                </ac:rich-text-body>
              </ac:structured-macro>
              <ac:structured-macro ac:macro-id="e115acde-419e-4334-b5b0-47d23a223380" ac:name="column" ac:schema-version="1">
                <ac:rich-text-body>
                  <ac:structured-macro ac:macro-id="3c31ea19-b8ca-435d-a4e2-0ed320af74e3" ac:name="text-data" ac:schema-version="1">
                    <ac:parameter ac:name="name">Items</ac:parameter>
                    <ac:parameter ac:name="type">line</ac:parameter>
                    <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                    <ac:rich-text-body>
                      <p>
                        <br/>
                      </p>
                    </ac:rich-text-body>
                  </ac:structured-macro>
                </ac:rich-text-body>
              </ac:structured-macro>
            </ac:rich-text-body>
          </ac:structured-macro>
        </ac:rich-text-body>
      </ac:structured-macro>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <p>
        <br/>
      </p>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <h2> Meeting notes</h2>
      <ac:structured-macro ac:macro-id="8a40989e-c5e0-440a-83ee-5ee04f83b7a7" ac:name="hidden-data" ac:schema-version="1">
        <ac:parameter ac:name="whenHasRows">MeetingNotes</ac:parameter>
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body>
          <p>
            <em> <span style="color: rgb(122,134,154);">Add all important information of the meeting in this <a href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data">Table Data</a> macro.</span> </em>
          </p>
        </ac:rich-text-body>
      </ac:structured-macro>
      <ac:structured-macro ac:macro-id="3d874aba-34f9-46f6-9787-59bb61a89fc4" ac:name="table-data" ac:schema-version="1">
        <ac:parameter ac:name="name">MeetingNotes</ac:parameter>
        <ac:parameter ac:name="initialRows">1</ac:parameter>
        <ac:rich-text-body>
          <table class="wrapped">
            <colgroup> <col/> <col/> <col/> </colgroup>
            <tbody>
              <tr>
                <th>Dates</th>
                <th>Attendees</th>
                <th>
                  <div class="content-wrapper">
                    <p>Meeting summary</p>
                  </div>
                </th>
              </tr>
              <tr>
                <td>
                  <div class="content-wrapper">
                    <ac:structured-macro ac:macro-id="d80ff014-bddc-4bc5-aafd-c333207b596e" ac:name="date-data" ac:schema-version="1">
                      <ac:parameter ac:name="format">EEE, dd MMM yyyy</ac:parameter>
                      <ac:parameter ac:name="name">MeetingDate</ac:parameter>
                      <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                    </ac:structured-macro>
                  </div>
                </td>
                <td>
                  <div class="content-wrapper">
                    <ac:structured-macro ac:macro-id="30706233-9a17-4d88-9bf5-e3206f8c2c3a" ac:name="list-data" ac:schema-version="1">
                      <ac:parameter ac:name="multiple">true</ac:parameter>
                      <ac:parameter ac:name="name">Attendees</ac:parameter>
                      <ac:parameter ac:name="type">auto complete</ac:parameter>
                      <ac:parameter ac:name="separator">newline</ac:parameter>
                      <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                      <ac:rich-text-body>
                        <ac:structured-macro ac:macro-id="0bbba8f4-7a52-4010-ad77-710ef3392eae" ac:name="user-options" ac:schema-version="1">
                          <ac:rich-text-body>
                            <p>
                              <br/>
                            </p>
                          </ac:rich-text-body>
                        </ac:structured-macro>
                      </ac:rich-text-body>
                    </ac:structured-macro>
                  </div>
                </td>
                <td>
                  <div class="content-wrapper">
                    <ac:structured-macro ac:macro-id="61f205bd-045a-429b-acae-af61cfa883d9" ac:name="table-data" ac:schema-version="1">
                      <ac:parameter ac:name="name">AgendaList</ac:parameter>
                      <ac:rich-text-body>
                        <table class="wrapped">
                          <tbody>
                            <tr>
                              <th>Agenda</th>
                              <th>Notes, tasks, and decisions</th>
                              <th colspan="1">Status</th>
                            </tr>
                            <tr>
                              <td>
                                <div class="content-wrapper">
                                  <ac:structured-macro ac:macro-id="3d8c07c7-6318-438e-a26e-ccad562b62b2" ac:name="text-data" ac:schema-version="1">
                                    <ac:parameter ac:name="name">Agenda</ac:parameter>
                                    <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                                    <ac:rich-text-body>
                                      <p>
                                        <br/>
                                      </p>
                                    </ac:rich-text-body>
                                  </ac:structured-macro>
                                </div>
                              </td>
                              <td>
                                <div class="content-wrapper">
                                  <ac:structured-macro ac:macro-id="07bbc6d1-8f87-4f92-a957-044e9fe2ca3c" ac:name="repeating-data" ac:schema-version="1">
                                    <ac:parameter ac:name="name">Notes</ac:parameter>
                                    <ac:rich-text-body>
                                      <ul>
                                        <li>
                                          <ac:structured-macro ac:macro-id="1c54759a-096e-4713-92d1-bb28caf29cc9" ac:name="text-data" ac:schema-version="1">
                                            <ac:parameter ac:name="name">NotesList</ac:parameter>
                                            <ac:parameter ac:name="type">line</ac:parameter>
                                            <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                                            <ac:rich-text-body>
                                              <p>
                                                <br/>
                                              </p>
                                            </ac:rich-text-body>
                                          </ac:structured-macro>
                                        </li>
                                      </ul>
                                    </ac:rich-text-body>
                                  </ac:structured-macro>
                                </div>
                              </td>
                              <td colspan="1">
                                <ac:structured-macro ac:macro-id="f847acf5-22a0-4a0c-a8de-a3b71cdbbebc" ac:name="repeating-data" ac:schema-version="1">
                                  <ac:parameter ac:name="name">NoteStatus</ac:parameter>
                                  <ac:rich-text-body>
                                    <ul>
                                      <li>
                                        <ac:structured-macro ac:macro-id="80b1c656-79c2-4f4e-b860-ef04d1dbef4c" ac:name="list-data" ac:schema-version="1">
                                          <ac:parameter ac:name="name">StatusNotes</ac:parameter>
                                          <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                                          <ac:rich-text-body>
                                            <ac:structured-macro ac:macro-id="4459e5e2-7048-40e4-9a9a-ec0e03ee877a" ac:name="list-option" ac:schema-version="1">
                                              <ac:parameter ac:name="sortValue">4</ac:parameter>
                                              <ac:parameter ac:name="value">Done</ac:parameter>
                                              <ac:rich-text-body>
                                                <p>
                                                  <ac:structured-macro ac:macro-id="aecdd8e6-ae6a-4f4b-b58a-d24a75c9c381" ac:name="status" ac:schema-version="1">
                                                    <ac:parameter ac:name="colour">Green</ac:parameter>
                                                    <ac:parameter ac:name="title">Done</ac:parameter>
                                                  </ac:structured-macro>
                                                </p>
                                              </ac:rich-text-body>
                                            </ac:structured-macro>
                                            <ac:structured-macro ac:macro-id="83c08db3-7f53-449b-aa2c-e92bf51e1c82" ac:name="list-option" ac:schema-version="1">
                                              <ac:parameter ac:name="sortValue">3</ac:parameter>
                                              <ac:parameter ac:name="value">Pending</ac:parameter>
                                              <ac:rich-text-body>
                                                <p>
                                                  <ac:structured-macro ac:macro-id="30fda9a7-9ff2-440f-bdbc-21a8209995dd" ac:name="status" ac:schema-version="1">
                                                    <ac:parameter ac:name="colour">Yellow</ac:parameter>
                                                    <ac:parameter ac:name="title">pending</ac:parameter>
                                                  </ac:structured-macro>
                                                </p>
                                              </ac:rich-text-body>
                                            </ac:structured-macro>
                                            <ac:structured-macro ac:macro-id="2dd4f9df-efcb-45ea-938a-559070e593da" ac:name="list-option" ac:schema-version="1">
                                              <ac:parameter ac:name="sortValue">0</ac:parameter>
                                              <ac:parameter ac:name="value">New</ac:parameter>
                                              <ac:rich-text-body>
                                                <p>
                                                  <ac:structured-macro ac:macro-id="212ccb9c-7a78-42df-9eb6-c7b5ec25594b" ac:name="status" ac:schema-version="1">
                                                    <ac:parameter ac:name="subtle">true</ac:parameter>
                                                    <ac:parameter ac:name="title">New</ac:parameter>
                                                  </ac:structured-macro>
                                                </p>
                                              </ac:rich-text-body>
                                            </ac:structured-macro>
                                            <ac:structured-macro ac:macro-id="823b1059-2d4d-4a78-9503-0d814a14116a" ac:name="list-option" ac:schema-version="1">
                                              <ac:parameter ac:name="sortValue">1</ac:parameter>
                                              <ac:parameter ac:name="value">In progress</ac:parameter>
                                              <ac:rich-text-body>
                                                <p>
                                                  <ac:structured-macro ac:macro-id="fcd0efa3-c8d8-468f-86db-9923cc26031d" ac:name="status" ac:schema-version="1">
                                                    <ac:parameter ac:name="subtle">true</ac:parameter>
                                                    <ac:parameter ac:name="colour">Yellow</ac:parameter>
                                                    <ac:parameter ac:name="title">In progress</ac:parameter>
                                                  </ac:structured-macro>
                                                </p>
                                              </ac:rich-text-body>
                                            </ac:structured-macro>
                                          </ac:rich-text-body>
                                        </ac:structured-macro>
                                      </li>
                                    </ul>
                                  </ac:rich-text-body>
                                </ac:structured-macro>
                                <p>
                                  <br/>
                                </p>
                                <p>
                                  <br/>
                                </p>
                              </td>
                            </tr>
                          </tbody>
                        </table>
                      </ac:rich-text-body>
                    </ac:structured-macro>
                  </div>
                </td>
              </tr>
            </tbody>
          </table>
        </ac:rich-text-body>
      </ac:structured-macro>
    </ac:layout-cell>
  </ac:layout-section>
  <ac:layout-section ac:type="single">
    <ac:layout-cell>
      <p>
        <br/>
      </p>
    </ac:layout-cell>
  </ac:layout-section>
</ac:layout>

Wondering how to install EDT at your instance?

A simple step by step video is ready. Here at Youtube!

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