{"product_id":"meeting-minutes-action-tracker","title":"Meeting Minutes and Action Tracker Spreadsheet","description":"\u003cp\u003eThis meeting minutes tracker counts what each meeting actually produced and whether any of it got done. It is for managers, team leads and anyone who chairs a recurring team meeting and wants to see which actions are open, overdue or stuck.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eMeetings and actions, linked\u003c\/h2\u003e\u003cp\u003eThis is not meant to replace a notes app for typing. It is built to count what came out of your notes, which a notes app cannot do. Meetings and actions live in two tables, and each action points to its meeting from a dropdown.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA meeting log for 80 meetings, with date, attendees and length\u003c\/li\u003e\n\u003cli\u003e250 actions, each tied to a meeting\u003c\/li\u003e\n\u003cli\u003eActions, done and open, counted on each meeting row\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eA weekly meeting that has raised four actions in six weeks and closed none of them is visible without opening anything.\u003c\/p\u003e\u003ch2\u003eOwners, due dates and blocked\u003c\/h2\u003e\u003cp\u003eThe Actions tab is an action tracker and follow up tracker in one.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAn owner and a due date on every action\u003c\/li\u003e\n\u003cli\u003eOverdue actions shown in red against today, not left as an unticked box\u003c\/li\u003e\n\u003cli\u003eBlocked as its own state, and counted, because waiting on someone else is a different problem from work in progress\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eHours in meetings\u003c\/h2\u003e\u003cp\u003eThe length of every meeting is added up into total hours spent in meetings. It is a simple figure, and usually a persuasive one when you are deciding which meetings to keep.\u003c\/p\u003e\u003ch2\u003eTasks, Today and the dashboard\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eTasks:\u003c\/strong\u003e the work that sits outside any one meeting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eToday:\u003c\/strong\u003e what is due, gathered for you\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e reads the whole meeting organizer at a glance\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here and Setup:\u003c\/strong\u003e setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked example with twelve meetings and twenty actions, five still open, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready the moment payment clears. The tracker is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eHow are actions linked to meetings?\u003c\/h3\u003e\u003cp\u003eEach action picks its meeting from a dropdown. The meeting row then counts its actions, how many are done and how many are open.\u003c\/p\u003e\u003ch3\u003eCan I see which actions are overdue?\u003c\/h3\u003e\u003cp\u003eYes. Every action has an owner and a due date, and anything past its date shows in red against today.\u003c\/p\u003e\u003ch3\u003eWhat does the blocked state do?\u003c\/h3\u003e\u003cp\u003eBlocked is a separate status from in progress, and blocked actions are counted, so work waiting on someone else stands out.\u003c\/p\u003e\u003ch3\u003eHow many meetings and actions does it hold?\u003c\/h3\u003e\u003cp\u003eUp to 80 meetings and 250 actions.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597866762334,"sku":"OPX-125","price":22.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/meeting-minutes-action-tracker-01.jpg?v=1790832639","url":"https:\/\/opxviashop.com\/products\/meeting-minutes-action-tracker","provider":"OPXVIA","version":"1.0","type":"link"}