An Excel (XLSX) workbook for freelancers and small teams that turns meeting notes into follow-through. On one sheet you log each meeting: date, title, type, who was there (a simple label) and the decisions. On another you list every action item with its owner, priority, due date and status, and link it to its meeting by number. The workbook works out which actions are overdue and which are due this week, builds sorted Overdue, Due this week and All open lists, and shows a dashboard with totals, a split by status, person, priority and meeting type, and your latest meetings. A printable meeting-notes page (A4 and US Letter, PDF) is included for taking notes on paper. One download holds five complete language editions, each with a fictional DEMO and an empty BLANK workbook.

The problem it solves

Decisions and to-dos end up in notebooks, chat threads and half-remembered conversations. A week later nobody is sure what was agreed, who owns which task or what is already late, and the same topics come back to the next meeting.

Who it is for

Freelancers, consultants, small agencies and small teams who hold regular client or team meetings and want a simple record of what was decided and who has to do what by when.

What you get

• A meetings log with date, title, type, an attendees label and the decisions, up to 120 meetings per workbook
• An action list with owner, priority, due date and status, linked to the meeting it came from by meeting number, up to 300 items
• Each action is classified for you: Done, Overdue, Due this week, Later or No due date, based on a report date and a look-ahead you set
• Three ready-made, sorted views: overdue, due this week and all open actions, each with the days to go or days late
• Dashboard with open, overdue and done totals, share completed, the oldest overdue item, and splits by status, person, priority and meeting type
• A printable meeting-notes page in A4 and US Letter: agenda, notes, decisions and an action table, plus a filled fictional example page
• Five full language editions in one purchase (EN, IT, ES, FR, DE), each with a DEMO and a BLANK workbook

How you use it

1. Download and unzip the file, then open the folder of the language you want.
2. Open the DEMO workbook in desktop Excel and look at Meetings, Actions, Views and Dashboard.
3. Keep the BLANK as a master, save a working copy, and on Setup enter the team or project name, the people who own actions and your meeting types.
4. After each meeting add a row on Meetings, then one row per action item on Actions: what, owner, priority, due date and status, with the meeting number to link it.
5. Open Views for the overdue and due-this-week lists and Dashboard for the totals. Print the PDF page if you prefer to take notes on paper, then copy the actions into the workbook.

Questions