Meeting Minutes

Meeting minutes

Meeting minutes is a table that holds all the minutes, notes, and discussions of the meeting. This table contains records of what took place or what was shared during meetings. It also lets you make a plan for the meeting ahead of time that includes everything that needs to be discussed. This table also links to the Action items table.

Fields

ID. An autogenerated unique identifier for this meeting minutes record or row.
Title. The title for the meeting or a brief description of its purpose.
Meeting date. The date and time of this meeting.
Moderator. This field is linked to the Employees table, specifying the facilitator or presiding officer of the meeting.
Scribe. This field is linked to the Employees table, specifying this meeting’s designated scribe or note taker.
Agenda. The agenda or topics discussed in this meeting.
Booking. This field is linked to the Bookings table, indicating the booking ID that was used for this meeting.
Meeting room. This field is a lookup field based on this record’s Booking field, indicating the room booked for this meeting.
Attendance. This field is linked to the Employees table, which lists all participants present during this meeting.
Discussion. This is a long text field for notes on the things that were talked about at this meeting.
Action items. This field is linked to the Action items table, which lists all action items relevant to this meeting.
Attachments. This field lets you upload or attach files or documents that are important to this meeting.
Date added. The date and time this record or row was created.
Date updated. The date and time this record or row was last modified.
Moderator for sorting. This is a formula field that converts the link-to-table field, Moderator, into text for sorting purposes. This field is hidden by default.

Views

All meeting minutes. Displays all meeting minutes without any filters, sorted by the oldest to the most recent Meeting date, then by Title from A to Z.
Meeting minutes by moderator. Displays all meeting minutes without any filters, sorted by Moderator for sorting from A to Z, then by the oldest to the most recent Meeting date, and then by Title from A to Z.
Add minutes. Displays a form view that lets users add meeting minutes to the database.

Action items

This table contains tasks that a team or individual must carry out after the meeting or by the deadline. Action items are recorded in this table to easily track and organize follow-ups on tasks discussed in meetings. Use this table’s form view to easily add action items.

Fields

ID. An autogenerated unique identifier for this action item record or row.
Title. The title for this action item or a brief description of its purpose.
Meeting ID. This field is linked to the Meeting minutes table, indicating the the meeting ID for which this action item is applicable.
Priority. A single select field for this action item’s level of urgency.
Description. A long text field for notes or detailed description of this action item.
Deadline. The date and time that this action item is due.
Status. A single select field for the current state of this action item.
Assigned to. This field is linked to the Employees table, specifying the person in charge of this action item.
Attachments. This field lets you upload or attach files or documents that are relevant to this action item.
Date added. The date and time this record or row was created.
Date updated. The date and time this record or row was last modified.
Meeting ID for sorting. This is a formula field that converts the link-to-table field, Meeting ID, into text for sorting purposes. This field is hidden by default.

Views

All action items. Displays all action items without any filters, sorted by Meeting ID for sorting from A to Z.
Action items by deadline. Displays all action items without any filters, sorted by Deadline from the most recent to the oldest, then by Meeting ID for sorting from A to Z.
Add action item. Displays a form view that allows users to add action items to the database.
By priority. Displays a kanban view of action items stacked by Priority.
By status. Displays a kanban view of action items stacked by Status.

Bookings

This table lists every meeting room at your organization’s or company’s office that has been reserved for a meeting. You may use this table’s form view to book meeting rooms for your meetings. But before you book a meeting room, you should look at the other available table views to see if the room is free. This will help you make sure your plans don’t clash.

Fields

ID. An autogenerated unique identifier for this booking record or row.
Room. This field is linked to the Meeting rooms table, identifying the specific meeting room for this booking.
Type. This field is a lookup field based on this record’s Room field, specifying the meeting room’s setup and style.
Office location. This field is a lookup field based on this record’s Room field, indicating the location where the meeting room can be found.
Booked by. This field is linked to the Employees table, identifying the employee who made this booking or the employee this booking is for.
Time start. The date and time when the use of the meeting room starts.
Time end. The date and time when the use of the meeting room ends.
Duration (minutes). This is a formula field that calculates how long the meeting room is going to be used based on the difference between the Time start and Time end fields.
Participant count. This is a formula field that counts the total number of meeting attendees or participants based on the Booked by and Participants fields.
Participants. This field is linked to the Employees table and shows a list of all the employees who have been invited to this meeting.
Notes. This is a quick description or remarks about this booking or meeting.
Room text. This is a formula field that turns the link-to-table field named Room into sortable text. This field is hidden by default.
Related meeting. This field is linked to the Meeting minutes table, indicating the meeting related to this booking. This field is hidden by default.

Views

All bookings. Displays all meeting room bookings without any filters, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Bookings today. Displays all meeting room bookings scheduled for today, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Bookings before today. Displays all meeting room bookings scheduled before today, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Bookings after today. Displays all meeting room bookings scheduled after today, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Bookings this week. Displays all meeting room bookings scheduled this week, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Bookings this month. Displays all meeting room bookings scheduled this month, sorted by the oldest to the most recent Time start, then by Room text from A to Z.
Book a meeting room. Displays a form view that allows users to schedule or book meeting rooms.

Meeting rooms

This table lists all of the meeting rooms in your organization’s or company’s office locations. Rows with a red left bar by the left border are meeting rooms that are currently inactive.

Fields

Name. The room’s name that also serves as a unique identifier for this meeting room.
Photo. A field where you can store and upload pictures that have to do with this meeting room.
Accommodates. The seating capacity of this meeting room.
Size (m²). The size of this meeting room in square meters.
Type. The meeting room’s setup and style.
With big screen. A boolean field that specifies whether this meeting room has a big screen or not.
With whiteboard. A boolean field that specifies whether this meeting room has a whiteboard or not.
Office location. This field is linked to the Office locations table, indicating the location where this meeting room can be found.
Local extension number. The meeting room’s local or extension number based on the organization’s trunk line.
Booking total. A formula field that indicates how many times this meeting room has been booked.
Remarks. A short description or remarks about this meeting room.
Is active. A boolean field that indicates whether this meeting room is available for bookings or not.
Related bookings. This field is linked to the Bookings table, which links all booking records to this meeting room.

Views

All meeting rooms. Displays all meeting rooms without any filters, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
With big screen. Displays all active meeting rooms with a big screen, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
With whiteboard. Displays all active meeting rooms with a whiteboard, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
Most booked rooms. Displays all meeting rooms with bookings or that were previously booked, sorted from the most booked to the least, then by Size (sqm) from biggest to smallest.
Meeting rooms. Displays a photo gallery of active meeting rooms, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
By location: One world square. Displays a photo gallery of active meeting rooms in the One world square location, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
By location: Net cube - executive floors. Displays a photo gallery of active meeting rooms in the Net cube - executive floors location, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
By location: Net cube - operations 3F. Displays a photo gallery of active meeting rooms in the Net cube - operations 3F location, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
By location: Net cube - operations 5F. Displays a photo gallery of active meeting rooms in the Net cube - operations 5F location, sorted by Size (sqm) from biggest to smallest, then by Accommodates from biggest to smallest.
Room types. Displays a kanban view of active meeting rooms stacked according to the meeting rooms’ Type field.

Employees

In the Employees table, you can find the contact information for each person in your organization. Most of the other tables in this database are connected to this table. Feel free to add or take away fields from this table to suit or comply with your organization’s security policy.

Fields

Full name. A formula field that shows the employee’s full name.
Photo. The employee’s photograph.
Last name. The employee’s last name.
First name. The employee’s first (given) name.
Middle initial. The employee’s middle initial.
Booking total. A formula field that indicates how many times this employee made meeting room bookings.
Title. This field is linked to the Titles table, indicating the employee’s current title or position in the organization.
Department. This field is linked to the Departments table, which indicates the department the employee belongs.
Office location. This field is linked to the Office locations table, indicating the location of the employee’s office.
Local extension number. The employee’s local or extension number based on the organization’s trunk line.
Phone number. The employee’s current phone or mobile number.
Email. The employee’s email address.
Address. The employee’s home address.
Zip code. The mailing zip code of the employee’s home address.
Supervisor. This field is linked to the same table and shows who this employee’s immediate supervisor is.
Remarks. This field is for recording any notes or remarks about the employee.
Start date. The date the employee joined the organization.
End date. The date the employee left the organization. This is used when the employee is inactive or has left the organization.
Status. The employment status of the employee.
Is active. A checkbox that indicates whether the employee is still with the organization or not.
Related bookings. This field is linked to the Bookings table, indicating all meeting room bookings made by this employee. This field is hidden by default.
Related invites. This field is linked to the Bookings table and shows all of the bookings to which this employee was invited. This field is hidden by default.

Views

All employees. Displays all employees without any filters sorted by Full name in alphabetical order from A to Z.
Add new employee. Displays a form view for the purpose of simplifying the entry of basic contact information for employees.
Active employees. Displays a gallery of all active employees sorted alphabetically by Full name from A to Z.
Full-time employees. Displays a gallery of all active, full-time employees sorted alphabetically by Full name from A to Z.
Part-time employees. Displays a gallery of all active, part-time employees sorted alphabetically by Full name from A to Z.
Seasonal employees. Displays a gallery of all active, seasonal employees sorted alphabetically by Full name from A to Z.
Temporary employees. Displays a gallery of all active, temporary employees sorted alphabetically by Full name from A to Z.
Employees by status. Displays a Kanban view of active employees stacked by Status.

Titles

With this table, you can keep track of a list of job roles and their descriptions. As an example, this template comes with a list of titles for a business that makes applications or software.

Fields

Name. The position name.
Level. A single select field specifying the position’s level in the hierarchy of roles.
Description. A description of the title, which may include position specifics and responsibilities.
Employee count. A formula field that counts the number of active employees with this title.
Related employees. This field is linked to the Employees table, identifying all employees or staff members using this title. This field is hidden by default.

Views

All titles. Displays all the titles or staff designations in an organization without any filters.
Business analysis. Displays all titles related to business analysis.
Quality assurance. Displays all titles related to quality assurance.
Software engineering. Displays all titles related to software engineering.
Human resources. Displays all titles related to human resources or recruitment.
Executive. Displays all titles related to the company’s executives.
By level. Displays a kanban view of all titles stacked by Level.

Departments

There are many different kinds of departments, such as those that deal with finance, law, human resources, advertising, etc. In large and medium-sized companies, it’s common for these departments to work together to accomplish business tasks. Use this table as needed to make it work for your company.

Fields

Name. The name of the department.
Description. A short description of the department.
Employee count. A formula field that counts the number of active employees under this department.
Is active. A checkbox that indicates whether the department is active or not.
Related employees. This field is linked to the Employees table, indicating all employees assigned to the current department. This field is hidden by default.

Views

All departments. Displays all departments sorted in alphabetical order by Name from A to Z.
Active departments. Displays a gallery of active departments arranged in alphabetical order by Name from A to Z.

Office locations

Your office will get bigger as your business grows. There’s a good chance that you’ll grow into new places and spaces. You can keep track of your growing number of offices using this table.

Fields

Location. The name or identifier of the specific location.
Photo. A photograph of the building or office room identifying this location.
Floor. This specifies the building level or floor where the office room is located.
Street. This is the street where this office is located.
City. This is the city where this office is located.
State. This is the state where this office is located.
Zip code. The mailing zip code of this office location.
Phone number. The main or trunk line phone number of this location.
Employee count. A formula field that counts the number of active employees in this location.
Meeting room count. This is a formula field that counts all meeting rooms found in this office location.
Related employees. This field is linked to the Employees table, identifying all employees or staff members assigned to this location. This field is hidden by default.
Related rooms. This field is linked to the Meeting rooms table, which links every meeting room found in this location.

Views

All locations. Displays all the locations of the organization’s offices without any filters sorted by Location in alphabetical order from A to Z.
Locations. Displays a gallery of the organization’s offices.