How to take meeting notes: Tips and techniques

How to Take Meeting Notes

Ever left a meeting feeling clueless about what just happened?

You are not alone, we’ve all been there!

As a manager or leader, you know that taking effective meeting notes is essential. 

However, it’s easier said than done. 

It’s not just about jotting down everything that’s said in a meeting. It’s about capturing the key points and action items that will help you move forward.

And let’s be honest, with so much information to digest, it’s easy to get overwhelmed and miss important details.

But fear not! We’ve got you covered.

In this article, we’ll learn how to take meeting notes that are clear, concise, and effective. We will also explore different note-taking techniques.

But before that, let’s understand what meeting notes are.

What are meeting notes?

Meeting notes are the key points you wrote down during a meeting. Good meeting notes cover all the important details from a meeting. These details include records of what was discussed and decided. Plus, action items are recorded that you or your team members need to complete before the next meeting.

Meeting notes usually have no structure or format. So, note-taking techniques vary depending on individual preferences.

So, how important meeting notes are?

It doesn’t matter if you’re paying attention or not. Humans tend to remember very little information from meetings.

The forgetting curve shows that, on average, people forget 50% of the information they discussed within an hour.

And, if it goes like this, within a week, you will likely forget almost everything.

Your memory may fail you, but your meeting notes won’t.

Taking and reviewing notes helps you remember what you discussed. As a result, you can have effective and productive team meetings.

These notes ensure everyone leaves with a clear understanding of how to move forward. Plus, it provides a log to refer back to when similar issues arise in the future.

Meeting notes vs minutes: What’s the difference? 

“Meeting notes” and “minutes” both refer to the written record of what happened during a meeting. But they serve different purposes.

Meeting notes are usually focused on summarizing the key points and decisions made during the meeting. They may also include action items or follow-up tasks assigned to specific attendees.

On the other hand, meeting minutes are a formal and detailed record of the meeting proceedings. They typically include a list of attendees, any official business conducted, a summary of the discussions that took place, and any decisions or action items that were agreed upon.

Either way, the objective is the same: to document what you discussed.

How to take meeting notes effectively?

Meeting notes are essential for productivity and team alignment. To take effective meeting notes, there are primarily three phases you need to focus on, prepare beforehand, be attentive during the meeting, and review your notes afterward. Let’s dive into detail:

Pre-meeting preparation

Pre-meeting preparation

When it comes to meetings, proper preparation is a must. To be frank, you don’t even go on a trip without planning. So, why risk your meetings?

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Here are a few things you need to prepare before attending any meeting:

  • Review agenda and objectives

Before your meeting, take some time to review the agenda and objectives. This will let you understand the purpose of the meeting.

You should also familiarize yourself with the topics that will be discussed. By doing this, you can prepare any necessary information or questions ahead of time. It will let you be fully engaged during the meeting.

Additionally, make sure you know what the desired outcomes are. This will let you contribute effectively towards achieving those goals.

  • Identify key stakeholders and roles

You need to identify important people involved and their roles. This will give you an understanding of who will be impacted by the outcome.

Plus, consider other’s interests and concerns and how they can contribute to the process. It’s also important to define everyone’s roles and responsibilities. It will avoid any confusion and ensure everyone is on the same page.

You should also anticipate what topics need extra attention or note-taking. Being prepared and having a plan is always better than being caught off guard.

  • Choose a note-taking method

When it comes to taking notes, you need to consider what will work best for you.

You can try different note-taking methods like mind maps, outlines, or digital tools. Each method has its own good and bad points, so it’s worth trying them out to see what you like.

If you want to jot down important details or collaborate on shared notes and make edits at the same time, you might want to use a collaborative platform like ProofHub.

With ProofHub, you can share notes and work together in real time, which lets you and your team stay on the same page.

Explore ProofHub Notes – the tool to create, organize, and collaborate on notes with ease.

During the meeting

Once you have prepared for the meeting, it’s time to attend it. But how to take notes in a meeting? Here are a few things you need to consider:

During the meeting
  • Active listening and engagement

To take effective notes, you need to be an active listener and stay focused. Avoid distractions like your phone or getting off track.

Pay attention to both spoken and unspoken signals. These signals include tone of voice, body language, and facial expressions. This will help you capture important points accurately.

You should engage with the material by staying present in the moment. Also, try to immerse yourself in the conversation. You can do this by asking questions, summarizing key points, and jotting down important details. It will help you connect more deeply with the speaker and gain a better understanding of their perspective.

  • Capture key information

When taking notes, it’s important to be clear and organized. This means you need to write down any action items, decisions, or important information in a way that’s easy to read.

You should also include deadlines and responsibilities for each action item so that nothing is forgotten.

  • Differentiate between main points and supporting details

You should focus on the most important information over less critical details. Also, summarize discussions to capture key takeaways, decisions, and action items accurately.

It will streamline the note-taking process and make it easier to reference and follow up on the most crucial aspects of the meeting.

  • Use abbreviations and symbols

You should use abbreviations and symbols while taking notes. These abbreviations will help you take meeting notes quickly and clearly. It also ensures that the information is understandable.

By using shortened forms and visual cues, you can condense information. This will let you stay focused on the discussion. This approach allows you to capture everything you need without extensive writing.

  • Clarify and ask questions

When you’re in a meeting, it’s important to make sure you understand what’s being discussed.

So, don’t be afraid to ask questions to get a better understanding. This will help everyone involved have a shared understanding of the topics discussed. It’s also a good way to avoid misunderstandings. It promotes a more productive and harmonious team environment.

  • Record important quotes or decisions

You should make sure to take accurate notes of what is being said. This includes any quotes or decisions that are made.

It’s important to capture key points precisely so that you can refer back to them later on. This will help you remember important information. Keeping organized notes will also help you and your team stay focused and engaged during the meeting.


Meeting over! You are done with taking notes, now what? What to do with these notes? Here are a few things you need to consider:

Post meeting
  • Review and revise your notes

After a meeting, try to carefully review and revise your notes. This will help you make them easier to read and understand for everyone involved.

Also, make sure to check for any mistakes or missing information and correct them as needed. Accurate and well-organized team meeting notes will improve team productivity and alignment in the future.

  • Share notes with participants

It’s a good idea to share the notes after a meeting with everyone who participated. This will help you ensure everyone is informed and can communicate effectively.

You can also use collaboration tools like ProofHub to make sharing easy and seamless. Sharing notes will help you create a well-informed team environment and keep everyone on the same page.

  • Transform notes into actionable steps

After a meeting, make sure to convert the ideas discussed into tasks. Assign each task to someone, let them know when it’s due, and keep track of how things are progressing.

This will let you turn the discussed ideas into action with clear responsibilities and deadlines. These clear responsibilities and deadlines can make it easier to see and measure progress.

  • Use your notes for future reference

You can revisit your notes when you need guidance or a quick reminder.

Those notes aren’t just a record; they’re a toolkit. You can use them to stay on track with ongoing projects and to make informed decisions.

Advanced note-taking techniques

Now that you have a basic idea of taking notes, there are some note-taking techniques that you should consider. These advanced techniques will enhance your note-taking skills.

Advanced note-taking techniques

1. Mind mapping

A visual note-taking technique that involves creating a diagram. This diagram shows how ideas and concepts relate to each other.

You typically start with a central idea or topic and then add subtopics that are related to it. The result is a mind map that represents the connections between different pieces of information.

Mind maps are useful for brainstorming, organizing thoughts, and aiding in creative problem-solving.

2. Cornell Method

The Cornell Method was developed by Walter Pauk, an education professor at Cornell University. It was designed for students to take effective and efficient notes during lectures. However, you can effectively use it for your business meetings. It lets you organize information and retain the important details.

To use the Cornell Method, divide each page of your notebook into three sections:

  1. A narrow left-hand column for cues or questions
  2. A wider right-hand column for main ideas and details
  3. A summary section at the bottom

By using this method, you can actively engage with the material and quickly review and test your understanding. This will improve your recall and retention of important information.

3. Live note-sharing apps

Sharing notes in real time is helpful for teams, especially if you are managing a remote team.

Live note-sharing apps allow teams to collaborate on notes simultaneously. Your team members can edit notes and leave comments within the interface. This ensures everyone is up-to-date on the latest information.

Note-sharing apps improve teamwork. Also, they streamline collaboration while working on collaborative projects or holding remote meetings.

4. Meeting recording and transcription

Recording and transcribing meetings can help you keep a comprehensive reference of the spoken content. This technique captures spoken words and allows you to revisit the discussions.

With recorded notes, you can clarify information and ensure accuracy in note-taking. It lets you capture details and maintain an accurate record of conversations.

Plus, you can provide a reference for those who may have missed the meeting.

Types of meeting notes

Meeting notes can take various forms depending on the purpose and nature of the meeting. Here are some types that you can consider:

Types of meeting notes

1. Action-oriented notes

Also known as task-oriented notes. The main purpose of these notes is to document action items, responsibilities, and deadlines. These notes follow a simple format of listing tasks with assigned owners and due dates.

Action-oriented notes are commonly used for project meetings, task force meetings, and planning sessions.

2. Brainstorming session notes

You can use these notes to capture the ideas and concepts that are generated during the meeting. In general, mind maps, lists, or visual representations are used to record these notes.

Brainstorming session notes are useful for creative strategy meetings, innovation sessions, and problem-solving meetings.

3. Summary meeting notes

A condensed overview of the key points discussed in a meeting, conference, or workshop. They provide a quick reference for important discussions, decisions, and action items.

Summary meeting notes are useful for large meetings where a summary is needed for easy reference.

4. Project update notes

The purpose of these meeting notes is to focus on updates related to a specific project or task. In these notes, you will share progress updates, challenges, and future plans.

Project update notes are helpful for regular project status meetings and sprint reviews in agile methodology.

5. One-on-one meeting notes

You can use these notes to document discussions and agreements in a more personalized setting. These notes are created in a conversational format, with a focus on individual goals, challenges, and feedback.

One-on-one meeting notes are helpful for employee performance reviews, mentorship sessions, or manager-employee check-ins.

6. Training or workshop notes

These notes capture important information, takeaways, and contributions made by participants during training or workshop sessions.

The notes are structured into different sections for easier understanding. These sections include topics covered and questions raised in the workshop.

Common use cases for these notes include employee training, professional development workshops, or educational seminars.

Tips for taking effective notes

Taking better meeting notes can help you keep track of actionable tasks and key deliverables. By documenting any important discussions that take place, you or your team can refer back to your notes later.

Here are a few tips for taking meeting notes effectively:

Tips for taking effective notes
  • Find your note-taking style: Try different methods and techniques to identify the approach that suits you best. Also, look into different meeting notes examples for an idea on how to write one. You can use mind maps or Cornell notes. If you jot down your notes in your own way, it will help you be more efficient and understand better.
  • Stay concise and avoid over-detailing: When taking notes, focus on capturing key points and essential information. Avoid the temptation to include every detail. You should aim for brevity while retaining the core concepts. This will keep your notes clear and easily digestible.
  • Use clear and consistent formatting: Consistently organize your notes. Use headings, subheadings, and bullet points to make them easy to read. This will not only help you understand the information better but also make it easier to revise your notes later.
  • Proofread and edit your notes: Now that you are done with taking notes. The next step is to review them. Correct any errors and clarify ambiguous points. Also, make sure that your notes accurately represent the information discussed. Well-edited notes are essential for effective communication and collaboration.

Bonus tips

  • Take breaks: Regular breaks can improve your focus, prevent fatigue from taking notes, and maintain your productivity.
  • Embrace imperfection: Prioritize capturing the essential information rather than striving for perfection. Don’t let the pursuit of flawless notes slow you down.
  • Customize your approach: Try experimenting with different available options. Once you find the one that works best for you, make adjustments so that it fits your specific needs.
  • Seek feedback: Ask your colleagues for feedback to make sure your notes are easy to understand and useful. Getting input from others can improve the quality and usefulness of your notes.


In a nutshell, taking good meeting notes can boost productivity, encourage teamwork, and contribute to overall success. By implementing the above tips and techniques, you can improve your meeting note-taking experience.

If you’re looking for an easy-to-use note-taking software that’s versatile and collaborative, ProofHub’s Notes is worth checking out. With ProofHub Notes, you can collaborate on shared notes and make changes together in real-time.

Discover 16 best note-taking apps to capture and organize all your important information.

Frequently asked questions

How can I ensure I don't miss crucial information during a meeting?

Make sure you are fully present and focused on the discussion. Take notes and jot down important points so you can refer to them later. If you’re unsure about something, don’t hesitate to ask for clarification. You can also ask for a recap of the key takeaways at the end of the meeting. This will ensure you don’t miss anything important.

What are the recommended apps for digital note-taking?

The most popular digital note-taking apps are ProofHub Notes, Evernote, OneNote, and Notion. These apps allow you to take notes on your computer, phone, or tablet and sync them across all your devices.

How can I ensure my meeting notes remain confidential and secure?

Make sure you store your notes in a secure location. It can be a password-protected computer or a locked file cabinet. If you’re sharing notes with others, use a secure file-sharing service that requires a password or other form of authentication.

When taking notes during a meeting, be mindful of any sensitive information. Avoid leaving your notes lying around where others can see them. When you no longer need your notes, dispose of them properly by shredding or deleting them.

What should I do if I can't keep up with the pace of the discussion?

Everyone has different learning styles and paces, so it’s okay to ask for clarification or to slow down. You can say something like, “I’m having trouble following. Can you explain that again?” or “Can we slow down a bit so I can catch up?”

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