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How to take meeting notes that really work

Jeff Taekman, M.D. | April 17, 2013
We all have to go to meetings. Some of us have to take notes on those meetings. Here's one workflow for making sure those notes are as useful as possible.

Alternatively, using OmniFocus installed on my iPad, I can select 'Send to OmniFocus as Note' from within Drafts. That launches OmniFocus, and my meeting notes are placed in the appropriate section of a new action. The only thing left for me to do is to type in the title of the action.

You can, of course, adapt this plan to your own workflow, but the general idea still applies: Send drafts to Notesy and from there to whatever other apps and services you use. Note that I use a variant of this same workflow to capture and organize other things too: For example, I have a similar workflow for brainstorming project ideas (IdeaX), text for my blog (WiPPPx), and random thoughts (ThoughtsX).

Although this workflow takes a bit of up-front setup, the payoff is immense. Over time, I have accumulated hundreds of potential projects, text snippets, and more using it. Many of them would have been lost had I not had a quick and convenient way to capture them.


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