How to use MLO for recording meetings/phone calls

[John Tomson]

I want to record my work on a weekly basis of what I did, so i can review it in the future.  i have 20 phone calls a week, and in most cases, they are to be reviewed 3 months in the future.  the ones with immediate action items i am managing through MLO.

Im looking for non techincal advice on how people use MLO to record their weeks work, whether or not there are action items associated with the work.  

[Stéph]

Well, I used to record all my notes relevant to tasks in MLO, though now I'm using OneNote at work (and that's a brilliant way for recording meetings, if you have it integrated with Outlook and can pull all the meeting information, attendees list, etc, from your calendar). 

In MLO, I would record any relevant phone calls or other activities in the note text for the relevant todo item, with a date stamp (using Ctrl-D hotkey, in my case) in front of each note. 

If I have a particular series of meetings, I tag any relevant tasks with the relevant meeting type (eg "progress", "technical" or "commissioning" meetings). I can then filter my tasks and folders by meeting type and/or apply a text filter for those which have a specific date stamp in the notes, to get a shortlist of all the items which need discussion at the next meeting.

Personally, I wouldn't try to use MLO to record full meeting minutes to share with other people, as it takes to much filtering, exporting and then reorganising in the document.  However, you could set up your outline so that you keep the general meeting discussion and the header (participants list, etc) in a folder-note, then place all the tasks related to that meeting series (along with their progress notes) as children of that folder. 

[Michael Emerald, CFA]

Mindjet takes the cake for on-the-fly meeting notes. I used it for decades both as a securities analyst at meetings and with clients in web-conferences.

 

Take Care,

 

Michael Emerald, CFA

 

Performance Business Design

Owner, Business Strategy Consultant

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