Taking minutes for every business meeting is highly important to keep track of client requests and action items on projects.
We have a variety of other resources to help you stay organized, such as our 2025 calendar template. Keep reading to learn more about our free meeting minutes template.
How to Use a Meeting Minutes Template Effectively
Taking minutes can help your team to excel with projects by taking down ideas as they arise and pinpointing any potential issues before they affect a project.
- Choose the right template for your meeting type.
- Pre-fill basic details before the meeting (date, attendees, etc.).
- Follow the agenda to organize your notes.
- Capture key points, not everything—focus on decisions and actions.
- Clearly record action items with what, who, and when.
- Review and distribute minutes shortly after the meeting.
- Follow up on action items in the next meeting.
Our Meeting Minutes Templates vs. Word Templates
You may find certain templates available on Microsoft Word, but our template library offers something a little different to boost your productivity:
Download Our Meeting Minutes Template (Free!)
We have an extensive template library for you to make use of in the financial, educational and business fields.
Download one of our meeting minutes templates, based on your business’s needs, by clicking on the appropriate link below:
Meeting Minutes
Meeting Agenda
How to Add Text to a Meeting Minutes Template
To add text to your meeting minutes template, we recommend downloading a dedicated PDF editor like PDF Reader Pro.
Download the latest version of this for Mac, iOS, Windows or Android here:
Follow the steps below to start adding text:
Step 1: Open Your Meeting Minutes Template
Click “Open File” or drag your file into the Home interface.
Step 2: Click “Edit PDF” on the Menu
Choose “Add Text” from the toolbar.
Step 3: Click to Place Text
Make changes to it via the Properties panel.
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