Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Meetings & Collaboration
Trending Templates
Nonprofit Board Meeting Agenda TemplateCall Notes TemplateBoard Meeting Notes TemplateBrainstorming TemplateMedical Office Meeting Agenda TemplateWork Meeting Notes Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Meeting Summary Template

Trending Templates
Nonprofit Board Meeting Agenda TemplateCall Notes TemplateBoard Meeting Notes TemplateBrainstorming TemplateMedical Office Meeting Agenda TemplateWork Meeting Notes Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Meetings & Collaboration

Meeting Summary Template

Enhance your meeting efficiency with Jotform's Meeting Summary Template. This customizable board helps you document agendas, track action items, and collaborate with your team using a drag-and-drop interface.

Categories
  • Go to Category: Meetings & Collaboration
  • Go to Category: Meeting Agendas & Action Items
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
  • Go to Category: Administrative & Office Management Teams
Meeting Summary Template
About this template

The Meeting Summary Template is an essential board template designed for teams and professionals who need to efficiently document and track meeting outcomes. Ideal for project managers, team leads, and administrative staff, this template facilitates the organization of meeting agendas, minutes, and follow-up tasks. By using this customizable board, users can ensure that all important discussions are captured, responsibilities are assigned, and action items are tracked effectively, thus enhancing overall meeting productivity.


Jotform Boards provides a robust platform for online task management that allows users to convert form submissions into actionable tasks seamlessly. With a drag-and-drop interface, teams can easily move tasks across different stages, set priorities, and add detailed descriptions. This digital collaboration tool also enables internal communication through comments and activity logs, ensuring everyone stays informed. By utilizing this board template, you can transform your meeting processes into a streamlined workflow, ensuring nothing falls through the cracks.

Categories
  • Go to Category: Meetings & Collaboration
  • Go to Category: Meeting Agendas & Action Items
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
  • Go to Category: Administrative & Office Management Teams
Details
2 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Meeting Report Template

View Template

Meeting Summary Template FAQs

1) What is this Meeting Summary Template used for?

This Meeting Summary Template helps teams efficiently document and track meeting outcomes, ensuring that key discussions, action items, and follow-ups are organized and actionable.

2) What should be included in a Meeting Summary Template?

The template should include meeting agendas, minutes, assigned action items, deadlines, and any feedback from participants to improve future meetings.

3) When to use a Meeting Summary Template?

Use this template during and after meetings to capture discussions, assign tasks, and follow up on action items, making it especially useful for regular team meetings and project updates.

4) Who can use a Meeting Summary Template?

Project managers, team leaders, administrative staff, and any professionals involved in organizing and documenting meetings can benefit from this template.

5) What are the benefits of using a Meeting Summary Template?

This template streamlines the meeting process, enhances accountability by tracking action items, and improves team collaboration by providing a clear record of discussions and decisions.

6) Can I assign action items to specific team members?

Yes, you can easily assign action items to specific team members within the template, ensuring clear ownership and accountability for each task.

7) How do I track the progress of action items?

Progress can be tracked using the Kanban board feature, allowing you to move tasks between stages such as "To Do," "In Progress," and "Done" for easy visual management.

8) Can I connect my forms to this board to create tasks automatically?

Absolutely! You can connect your Jotform forms to the board, allowing new submissions to automatically generate corresponding tasks, streamlining your workflow.

Related templates
Nonprofit Board Meeting Agenda Template Thumbnail
Preview: Nonprofit Board Meeting Agenda Template

Nonprofit Board Meeting Agenda Template

Manage your nonprofit board meetings effectively with Jotform's Nonprofit Board Meeting Agenda Template. Organize tasks, set priorities, and collaborate with your team using this customizable board template.

Go to Category:Meetings & Collaboration
Preview
Call Notes Template Thumbnail
Preview: Call Notes Template

Call Notes Template

Manage your call tasks effectively with Jotform's Call Notes Template. This customizable board helps track follow-ups, schedule meetings, and document important notes using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Board Meeting Notes Template Thumbnail
Preview: Board Meeting Notes Template

Board Meeting Notes Template

Enhance your meeting efficiency with Jotform's Board Meeting Notes Template. Organize tasks, assign responsibilities, and streamline collaboration using a customizable board for effective online task management.

Go to Category:Meetings & Collaboration
Preview
Brainstorming Template Thumbnail
Preview: Brainstorming Template

Brainstorming Template

Enhance your creative process with Jotform's Brainstorming Board Template. Use this customizable board to capture ideas, track progress, and collaborate with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Medical Office Meeting Agenda Template Thumbnail
Preview: Medical Office Meeting Agenda Template

Medical Office Meeting Agenda Template

Organize your medical office meetings with Jotform's Medical Office Meeting Agenda Board Template. This customizable board helps manage tasks, reserve rooms, and track agenda items efficiently using a drag-and-drop interface.

Go to Category:Healthcare & Wellness
Preview
Work Meeting Notes Template Thumbnail
Preview: Work Meeting Notes Template

Work Meeting Notes Template

Organize your meetings effectively with Jotform's Work Meeting Notes Template. This customizable board allows you to prepare agendas, track action items, and collaborate with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Shopify AI Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement