Meeting notes

Start from an empty workspace

1. 1

   New workspace

   Choose File ▸ New Workspace… (⇧⌘N) and make a new workspace in an empty folder.

2. 2

   Make the meeting supertag

   Choose Sidebar ▸ Supertags, click New supertag, type meeting and press Return. No note is made, so the template you add next is the first thing the supertag gives.

Build the meeting template

1. 1

   Open the meeting page

   Click the meeting row's Open in the browser.

2. 2

   Add the templates

   Fold open Configure. Under Child templates, type Agenda in Add a child template and press Return. Then add Decisions, and Action items, in that order.

3. 3

   Add a date that starts today

   Choose Note ▸ Add Field…, type Date in the Field name box, choose Date in the Type menu, and click Apply. Then open the field's menu on the supertag page, choose Initial value, and choose Current date.

Make two people

1. 1

   Write Ana

   In the Inbox, press Return and type Ana Lindqvist #person. Choose Create #person and press Return.

2. 2

   Write Sam

   Press Return and type Sam Okafor #person, then press Return to apply it. Each is a person note now.

Start a meeting

1. 1

   Type the meeting

   Click the empty space below the last row in the Inbox, type Weekly sync, then a space and #meeting. Choose meeting and press Return.

2. 2

   Look at the result

   Agenda, Decisions and Action items appear under Weekly sync, and its Date reads today. Each child is an ordinary note, ready for you to fill in.

Add the attendees as references

1. 1

   Open the meeting

   Click the bullet of Weekly sync. The meeting opens as a page.

2. 2

   Add Ana

   Choose Note ▸ Add Reference…. A note picker opens, with the same search as the palette. Type Ana, and choose Ana Lindqvist.

3. 3

   Add Sam

   Choose Note ▸ Add Reference… again, and choose Sam Okafor. Both are added under the meeting, after its templates.

Write the meeting

1. 1

   Link a name

   Click in the Action items note and type Ana to send the venue list with @Ana. In the list that opens, choose Ana Lindqvist with Return. The typed text becomes a link to that person.

2. 2

   Name a person without a link

   Under Decisions, type Sam to confirm the catering. Leave the name plain.

3. 3

   Find the plain name

   Click the bullet of Sam Okafor. Below the outline, a section named Unlinked mentions lists Weekly sync, with a Link button beside it. Click Link to make the name a link.

A person's page shows the meetings that reference them, and the notes that name them without a link. Both lists follow what you write.

What each feature does here

Make it yours

• Action items as tasksAdd the #task supertag to each line under Action items, so the actions show in a table of tasks.
• Attendee fieldUse a Note field named Attendees instead, with its own name on the person's page, so the people appear in a field row.
• Meetings for a weekMake a saved search for #meeting, with a Date condition whose range menu is set to Last 7 days.
• Agenda with boxesGive a template note a checkbox. Each copy keeps its checkbox, so each meeting's agenda has boxes to tick.