Meeting Notes Template
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Meeting notes in OneNote

OneNote meeting notes template

A OneNote meeting notes template is one page per meeting, kept in a section for that meeting series: meeting details at the top, the agenda, open items from last time, short notes, decisions, and action items tagged To Do so you can find every open item across pages. In OneNote for Windows you can save the page as a template and pull the date, attendees and agenda from Outlook with Meeting Details.

Best forPeople who already keep work notes in OneNote, especially with an Outlook calendar
Meeting lengthAny, one page per meeting
SectionsMeeting details, agenda, open items from last meeting, notes, decisions, To Do action items, parking lot, next meeting
FormatsOneNote (copy and paste), Word .docx, Markdown
Word Markdown
[Meeting name], [date].docx
[Meeting name], [date]
Date and time Location Organizer Attendees Notes by 

Agenda

  • Items from the Outlook invite, or typed here

Open items from last meeting

  • Item (owner): done with evidence / new date / needs confirming

Notes

  • Agenda item: the points someone will need later

Decisions

  • Decision, and who made it

Action items (tag each line To Do)

  • Action. Owner: name. Due: date. Done looks like: ...

Parking lot

  • Raised but not covered, and when it comes back

Next meeting

Date and time

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.
Best forPeople who already keep work notes in OneNote, especially with an Outlook calendar
Meeting lengthAny, one page per meeting
SectionsMeeting details, agenda, open items from last meeting, notes, decisions, To Do action items, parking lot, next meeting
FormatsOneNote (copy and paste), Word .docx, Markdown

When to use this template

Questions people ask

Does OneNote come with meeting templates?
OneNote for Windows has built-in page templates under Insert > Page Templates, grouped in categories, and anything you save yourself appears under My Templates. Built-in templates mostly set up headings and layout. Whichever you use, make sure there's a place for decisions and for action items with one owner and a date, because that's what people look for after the meeting.
Can I use a OneNote meeting template on a Mac or in the browser?
Not as a page template. OneNote for the web can't create templates, and OneNote for Mac doesn't support creating pages from them. Keep a blank meeting page at the top of the section and copy its contents into each new page, or paste the template from this page.
How do I keep action items from getting lost across OneNote pages?
Tag every action with the To Do tag and keep the owner and due date in the same line, so the line still makes sense when it shows up alone in Find Tags. Make the unchecked items the first agenda item of the next meeting. An item that's been unchecked for three meetings needs a new owner or should be dropped. For a long series, a separate action items tracker works too.
Can I keep formal meeting minutes in OneNote?
You can draft them there, but approved minutes need a version that doesn't keep changing. Once the group approves them, save a PDF with File > Export in OneNote for Windows, or copy the minutes into a document based on the meeting minutes template, and file that as the official copy.

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