I am very keen to start using the Meeting template, which has the document and the action list. However once we have our first meeting, how do we keep a record of that document? Do I have to create a new one for each meeting?
Hi @HelenCC - Welcome to the community! Most of our clients have chosen to create an individual item (row) for each meeting date and then store that week’s meeting notes in a Files column. But if you prefer you could always just create a running document by copying over the templated part over and over each week and putting a date header above each week’s notes. Whatever you would find most convenient.
One of the best things about monday․com is how there are no absolute rules in how to use things - adapt it to your team and whatever works for you!
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CEO & Principal Consultant, Polished Geek
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