Weekly Meeting Notes for Many Projects with Follow-Up Action Items | Community
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New Participant
May 8, 2018
Question

Weekly Meeting Notes for Many Projects with Follow-Up Action Items

  • May 8, 2018
  • 14 replies
  • 3997 views
Hi there, How do you handle meeting notes taken in one sitting for a bunch of different projects each week that have action items that will need to be planned for in future meetings? I am brand new to Workfront and in the middle of a configuration on Phase 1 for our Graphics Team (we haven't launched anything yet). However, I am already planning for Phase 3 for Product Development projects. In the product development phase we will have a Stage Gate approach set up for product development projects across many categories (Soup, Broth, Non-Dairy Beverage, etc.). I am thinking they will also be across/in their own portfolio's. We have a weekly Stage Gate meeting and any products (each product will be it's own project) that are currently needing to be approved in a certain stage need to be discussed and there are meeting notes taken at that time. Then, we would need to be able to follow up on those action items at the date agreed upon. I am wondering how people handle this in Workfront. Do you take separate notes and then copy and paste them everywhere in to different projects and set future tasks to follow up? Would I set up a separate project or queue just for the intake of these meeting minutes, but then how do I connect them back to the actual project? Since Workfront is so robust it seems like there must be a simpler way? Thanks in advance for your help! Lori George Pacific Foods
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14 replies

New Participant
May 8, 2018
Hi Jodi- I'd love more info regarding how you use your RAID log. If you want to email me offline- my email is karen_rutz@harvard.edu tks Karen Karen Rutz Harvard Alumni Affairs and Development
New Participant
May 8, 2018
Hello All, Great question! Jodi, I'd love to see how GM has it organized. My email is sarah.lemoncelli@whitecase.com. So many wonderful GM Financial sessions at LEAP, thank you! Sarah Lemoncelli White & Case LLP
New Participant
May 8, 2018
We created a RAID Log using the Issues section of WF. It allows us to capture Risks, Actions, Issues and Decisions using the Issue area of WF. If you can provide your email address, I can share further details with you. Jodi Biscevic GM Financial - International Operations
New Participant
April 14, 2020

Hi @Jodi Biscevic‚ - thanks for sharing. Do you mind shooting to me as well please? jay.kollar@gartner.com. Many thanks.

New Participant
May 8, 2018
Hi Lori, You have touched on some of the options; however, it all depends on what you need in the end. Do you need to have a meeting minutes report at the end or do you just want to make sure that all of the action items are processed effectively? Daniel Daniel Cooley Kenall Manufacturing