Actionable Meeting Notes Template
Our meeting notes template with actionable items is the best way to track minutes, assign tasks, and organize your thoughts.
Turn action items into real tasks
Every decision made in a meeting can become a task or subtask inside Wrike with a single click. Assign it to the right person, set a deadline, and attach it to the relevant project. Your meeting takeaways template becomes the starting point for actual work rather than a document no one revisits.
Keep meeting notes connected to projects
Meeting notes that live in a separate doc or email thread get forgotten. In Wrike, your template for meeting notes sits inside the same workspace as your projects, campaigns, and deliverables. Action items link directly to the work they affect, so context is never lost.
Use AI to generate subtasks from notes
Wrike AI can read your meeting notes and suggest subtasks based on the action items captured. As one of the leading AI project management tools, Wrike lets you review the suggestions, approve the ones that make sense, and skip the manual work of creating each task individually. This saves time and reduces the chance that a follow-up item slips through the cracks.
Build accountability with clear ownership
Every action item has a name next to it. When your team can see who owns each follow-up and when it is due, accountability happens naturally. No more "I thought someone else was handling that" conversations two weeks later. By establishing this transparency, you can proactively avoid the top reasons for project failure.
Create a searchable archive of decisions
Over time, your meeting notes template becomes a searchable record of every decision your team has made. Need to remember why a project scope changed three months ago? Search your meeting notes in Wrike and find the answer in seconds.
Action items with task creation
Capture action items as you go and convert them into Wrike tasks without leaving the meeting note. Each task description includes the context from the meeting, so the assignee knows exactly what was discussed and what is expected.
Attendee tracking
Record who attended each meeting. When follow-up questions arise, your team knows exactly who was in the room and who can provide context.
Linked folders and projects
Tag meeting notes to specific folders or projects so they are easy to find later. A product team can link their weekly sync notes to the product roadmap folder. A marketing team using marketing campaign management software can link campaign kickoff notes to the relevant project.
Recurring meeting support
Set up the template for recurring meetings like weekly standups or monthly reviews. Each instance creates a new note with the same structure, so your team doesn’t have to start from scratch every time.
Action items that become real work
Other templates capture notes. Wrike's template converts them into tasks with owners, deadlines, and project connections so follow-through actually happens.
AI-assisted task creation
Wrike AI reads your notes and suggests subtasks, reducing the manual effort of turning a meeting into a project plan.
Integrated with your workspace
Your meeting notes live alongside your projects, not in a disconnected document. Every action item links to the work it affects.
Scales across teams
Whether your team runs five meetings a week or 50, the template structure stays consistent and searchable across every project and department.
A meeting notes template is a pre-built framework for recording what was discussed, what was decided, and what needs to happen next during a meeting. Wrike's meeting notes template with action items goes further by letting you convert follow-up items into assignable tasks connected to your active projects.
Meeting notes are informal records of a discussion, typically focused on action items, decisions, and takeaways for the team. Meeting minutes are a more formal document that records attendees, motions, votes, and official decisions, often used for compliance or stakeholder reporting. Wrike's template supports both formats.
Open the template before your meeting begins and add your agenda items. During the meeting, fill in discussion points, decisions, and action items as they come up. After the meeting, convert action items into Wrike tasks with assigned owners and due dates. The template guides you through each step so nothing gets missed.
Yes. You can customize this template to follow a formal meeting minutes structure, including sections for attendees, agenda items, motions, decisions, and follow-up actions. Save your customized version as a reusable template for recurring governance or stakeholder meetings.
Wrike AI analyzes the action items in your meeting notes and suggests subtasks based on what was discussed. You review and approve each suggestion before it becomes a task, so AI supports your workflow without acting outside your control.
Yes. Set up the template for recurring meetings like weekly syncs, sprint reviews, or monthly planning sessions. Each new meeting creates a fresh note with the same structure, and you can review outstanding action items from previous sessions before each new meeting begins.
Yes. Every update to the meeting note appears in real time, so team members across time zones can review what was discussed and pick up their action items without waiting for a follow-up email or separate call.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Meeting notes” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Meeting notes“ template, feel free to reach out to the Wrike support team.
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