(I sometimes do this after the meeting if I am using my iPad.)

While I am waiting for the meeting to start, I will update the Create Date of the note to reflect the actual date/time of the meeting.

If there are some attachments that would be useful to have (agendas, slides, spreadsheets, etc.) I’ll attach them to the note.

I run through the template filling out as much as I can ahead of time (e.g., are there questions I want to ask? Are there links that need to be referenced, etc.).

Once the note is in the proper place I change the title of the note to reflect the corresponding meeting on my calendar.

I do this by going to my Templates notebook on my Evernote Mac desktop client and right-clicking on the Meeting template, then selecting Copy To Notebook…

I create one note for each meeting that I’ll be attending.During my nightly rundown (something I’ll post about in the near future), I review all of the meetings on my calendar for the following day.(He uses a grid with 4 quadrants, I use 4 vertical sections.) Typically, this is how I use the template:

The format I use is a modified version of a format that I read Bill Gates uses to capture meeting notes. My meeting notes template is for capturing notes from meetings, obviously. Below, I explain how I use each of these templates in more detail, but of course, you can use them however you like. I’ve started by publishing two of my most-used templates: my meeting notes templates and my phone call template. Evernote users who want to access this shared notebook can do so here: So, with that in mind, I have created a shared notebook for Evernote with a few of my frequently used templates. As part of the Evernote 30-Day Paperless Challenge, I’ve gotten quite a few questions about my note templates, how I use them, and especially, if I would mind sharing them.

Template evernote stock