Recording meetings in Manager Toolkit gives you a searchable archive of group discussions, decisions, and outcomes. This guide covers how to create and organise your meeting records.
Creating a Meeting Record
Writing Effective Notes
Meeting notes do not need to be a word-for-word transcript. Focus on capturing:
- Decisions made - what was agreed and who is responsible
- Key discussion points - the main topics covered and any significant viewpoints
- Blockers or concerns - issues raised that need attention
- Follow-ups - anything that requires further action after the meeting
A clear, concise summary is more useful than lengthy notes. Aim for something that would help you or a colleague understand what happened and what was decided, even weeks later.
Organising Your Records
Meeting records are listed chronologically by default. You can search through past meetings using the search function, which checks both titles and note content.
If you hold recurring meetings (such as weekly stand-ups), using a consistent naming convention makes it easier to find specific sessions later. For example, "Stand-up - 15 April 2026" is easier to locate than "Meeting notes".
Linking Key Themes
If topics from a meeting relate to broader themes you are tracking, you can link them to key themes. This is useful for building a picture of how certain topics evolve across multiple meetings over time.
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