How to Create and Track Meeting Minutes

Meeting Minutes record what happened in a meeting and what was decided. The record itself holds the meeting's details, and the write-up and any follow-up items live on their own pages beside it.

Go to Workflow & Productivity > Meeting Minutes. Projects also have their own Meeting Minutes page inside the project workspace, for meetings about that project.

Meeting Minutes sits under Workflow and Productivity in the left menu.

Creating Meeting Minutes

1. Click Add New. Argenta creates the record and opens the Meeting Minutes Workspace.
2. Fill in Meeting Minute Details. Two fields are required: Meeting Date and Title of Meeting Minutes.
3. Add a Category, a Short Description, an Associated Client/Customer if the meeting was about one, and your Chapter, Division, or Department.
4. Save.

For a meeting you hold regularly, use the orange Copy & Add New icon on the list instead of starting from scratch.

Add New creates the record and opens the workspace straight away.

Meeting Date and Title of Meeting Minutes carry the red asterisk.

The orange icon copies a regular meeting into a fresh record.

Where the Actual Minutes Go

The details page is just the header. The write-up goes on one of two pages, and which you use depends on how your organization works:

• Meeting Minutes (Text) - type or paste the minutes straight into Argenta, which keeps them searchable
• Meeting Minutes (File(s)) - attach a document instead, for minutes drafted and signed off elsewhere

Typing the minutes into Argenta is what keeps them searchable.

Attach the document here instead when the minutes were signed off elsewhere.

Action Items

Use Meeting Checklists for the follow-ups that came out of the meeting, ticking each one off as it gets done. That keeps the commitments attached to the meeting that produced them rather than scattered across people's own lists.

Each follow-up gets its own line, ticked off as it gets done.

Linking a Meeting to Other Records

The Connections page ties the minutes to the other records the meeting concerned, so the meeting shows up when someone is looking at that record instead of only when they go hunting through the minutes list.

Connections ties the minutes to the records the meeting concerned.

The Meeting Minutes Workspace

• Meeting Minutes Details - date, title, category, description
• Connections - links to related records
• Meeting Minutes (Text) and Meeting Minutes (File(s)) - the minutes themselves
• Meeting Checklists - action items
• Meeting Minutes Notes - internal notes
• Record Permissions - who can view or edit

Every page of the record is on this bar.

Finding Minutes Later

Search the list by ID or title, and export to CSV. Titling minutes consistently, for example "Board Meeting 2026-07" rather than just "Meeting", is what makes them findable a year on.

Search by ID or title, or send the whole list out to CSV.