Meeting Notes & Action Tracker

About the Meeting Notes & Action Tracker

Meetings are only useful if the actions actually get done. This Meeting Notes & Action Tracker makes sure they do. Use the meeting notes tab to capture the agenda, discussion and decisions in a clean, consistent format, then log every action on the tracker with an owner and due date so nothing slips through the cracks.

The action tracker dashboard shows how many actions are open, done and overdue, plus your overall completion rate — turning vague follow-ups into clear accountability. It is perfect for anyone who runs or attends regular meetings and is tired of good ideas getting lost the moment the call ends.

Built in Excel and Google Sheets with a colour-coded status and overdue flags, sample entries and freeze panes for mobile. Connect the actions to your bigger picture with our [90-Day Goal Planner](#/product/ninety-day-goal-planner).

Who it's for

What's included

• Clean meeting notes template: agenda, discussion, decisions
• Action tracker with owner, due date and status
• Dashboard: open, done and overdue actions plus completion rate
• Colour-coded status and overdue flags
• Sample entries to guide you
• Works in Excel and Google Sheets, mobile-friendly

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Can I use one file for many meetings?

Yes — copy the notes tab per meeting and log all actions on the shared tracker.

Does it flag overdue actions?

Yes — overdue items are highlighted and counted on the dashboard.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.