Use Smartsheet Templates to Keep Your Project Organized With Meeting Agendas & Action Items

[@RockMonkeyLV]

Thanks for the video. Where do you take the actual meeting notes?

[@johncrick8074]

Kandis, thank you for this video. It was highly informative. If using this for a regularly scheduled weekly meeting, what is the best process for adding new Agenda and Action Items, closing out follow-up, etc.? It seems that the current set-up is ideal for one-time use, with a separate template created for each meeting. How would you use this to track action items carried through to the next meeting? Thank you!

[@PMPexpert]

Hi John - I think it is helpful to allow the team to propose agenda items for a standing meeting via Smartsheet with a cutoff date a couple of days prior to the meeting (which means they will all need edit access). Then, you can finalize the agenda and send it out in the calendar invite no later than 24 hours prior to the meeting. I always want current status on action items, so I don’t have a cutoff for updating in Smartsheet, although I do want all updates to be documented prior to the meeting (versus just verbally reporting out). I always have time in the agenda to discuss what was accomplished and the team can agree on closing out or not. I also have a video on a RAID log, that might be helpful for you to view! Wishing you the best!

[@Hello_hi5348]

Do you offer any online training for smartsheet? I'm a SS newbie and would need some hands-on training@@PMPexpert

[@k1defjoel397]

I really love Smartsheet. The one thing I want to know is how to add in accountability. Besides manually checking a meeting agenda for action items, is there a system that will automatically remind action item owners on a regular basis?

[@PMPexpert]

Joel - yes, this is absolutely possible! You will want to explore the 'Automation' option within a specific sheet. You can set up when you want someone to be alerted or get a reminder based on certain 'triggers' (e.g., a due date, someone completing a different task, etc.). Check out this Smartsheet overview: help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders

[@rayanneganuelas4272]

I don't know if you still monitor this. But, I am trying to use this video and when I click the 9 dot block, I am only seeing data shuttle and workapps. I do not have an option for solution center. Can you help?

[@angiesanchez5987]

I did the same in watching this video. If you click on the PLUS symbol on the upper left side of your screen, that gives you access to the Solution Center. Then I searched agenda under All. There was a button that came up in the lower right corner that said "Find older templates". I clicked on that and was able to find the templates she displayed in the video.