Turn meetings into outcomes.
Agenda, minutes, decisions and tasks in one place - while the meeting is still running. What you discuss gets followed up. No wrap-up across five tools.
Agenda
The meeting went well. And then?
The decisions were right, the tasks were clear - on paper. Does this sound familiar?
The minutes live in a document
…that no one opens again after it's sent.
“Who was going to handle that?”
The task was discussed - but written down nowhere.
Decisions with no trail
Three weeks later, no one remembers exactly what was decided.
Every recurring meeting starts from zero
New date, new agenda, no thread across the series.
A meeting that follows up on itself
WORKSPACE.PM guides the whole way - from the invite to the finished task.
Prepare
Agenda from a template, participants and series set up in minutes.
Run
Take live minutes in focus mode, check off the agenda, record attendance.
Capture
Decisions and tasks come straight out of the minutes.
Follow up
Share and export the minutes - open items stay visible.
Minutes in real time
Take notes without losing the thread
A full rich-text editor right inside the meeting - with headings, lists and formatting. Focus mode hides everything else so you can concentrate on taking minutes. Who's allowed to write is clearly defined.
- Rich-text minutes with formatting, lists and tables
- Focus mode: distraction-free full screen for taking notes
- Editing rights for organizer and note-taker - with an admin override
- Saved automatically, nothing gets lost
Agreed actions
- Deployment moved to week 32
- Review process will be streamlined
- Interface to be checked beforehand
In the minutes
By week 32, @M. Weber takes on the API integration.
To-do
Implement API integration
Decision
Deployment to week 32
From word to task
What you write down becomes a task - in one click
Highlight a passage in the minutes and turn it into a task or a decision. Link people and Kanban cards right in the text with an @-mention. The task lands on the board, the decision in the history - without leaving the editor.
- Link people and Kanban cards with @-mentions in the minutes
- Turn highlighted text into a task with an owner
- Record decisions with title, owner and status
- Approve straight from the notification - no need to open the meeting
Participants & attendance
Clear who leads, who takes minutes, who was there
Every participant gets a role - organizer, note-taker or participant. During or after the meeting you record who was present, absent or excused. It ends up in the minutes in black and white.
- Roles: organizer, note-taker, participant
- Attendance per person: present, absent, excused
- Roles control who may edit the minutes
- Can be documented afterwards - even after the meeting
Take minutes together
Several people in the same minutes - without overwriting each other
During the meeting several authorized people write in the same minutes at once - just like in a shared online document. Their carets carry their names and sit exactly where they are typing; a bar above the text shows who is writing right now. Every contribution is merged - and anyone who is only listening sees the text catch up without reloading.
Minutes · Sprint review, week 30
Carets with names, right in the text
You see who is writing where - in the minutes on the detail page just as in distraction-free focus mode. The bar above the text names up to five writers individually, and summarizes beyond that.
Merged, not overwritten
Everyone's contributions are merged and saved in batches - not on every keystroke. Nobody overwrites someone else's paragraph any more, not even with an outdated version.
Everyone else follows live
Anyone without editing rights sees the text catch up during the meeting - within seconds and without reloading the page. The projector always shows the current state.
Same permissions as before
Organizer and note-taker may write, plus the meeting admin as an override - checked exactly as before. No add-on package, available in every installation.
Template
Agenda
Agenda & templates
Start structured instead of from a blank page
Recurring formats - daily, sprint review, steering committee - start from a prepared template. Reorder agenda items by drag and drop and check them off live. Attach follow-up appointments right away, without creating a new meeting.
- Meeting templates for recurring formats
- Reorder agenda items by drag and drop and check them off live
- Agenda progress visible during the meeting
- Arrange follow-up appointments straight from the meeting
Series & the thread
The recurring meeting with a memory
Set up a meeting series with a recurrence rule once - WORKSPACE.PM creates the next date automatically. Across all dates you see, in one place, which tasks are still open and which decisions were made. No recurring meeting starts from zero again.
- Meeting series with a recurrence rule (recurring meeting, steering committee)
- The next date is created automatically
- Open tasks and decisions bundled across the whole series
- Analysis project-wide across all meetings too
Meeting series
Project team sync
Across the whole series
5
Open tasks
12
Decisions
8
Meetings
July 2026
Overview & sharing
Your meetings at a glance - as a calendar or a list
“My meetings” shows exactly your dates, as a calendar or a list. A click on a day creates the meeting with the date pre-filled. Cancellations stay traceable without losing data. And every set of minutes goes out as PDF or Markdown - even to recipients without access.
- “My meetings” as a calendar or list view
- Create a meeting by clicking a calendar day
- Cancel without data loss - reactivatable instead of deleted
- Export as PDF or Markdown for distribution and archiving
A meeting culture that doesn't feel like extra work
The most common reason good intentions fade after a meeting: the follow-up is a second job. Not with WORKSPACE.PM.
Integrated, not alongside
Minutes, tasks and decisions happen in the same window - no copy-paste into email and Excel.
Automation makes the first move
Templates fill the agenda, series create the next date, highlighted text becomes a task.
It reminds you
Open tasks and decisions from the meeting stay visible and surface on their own.
From the daily to the steering committee
The same system carries every format - team sync, sprint review or committee session. And decisions as well as meeting tasks each have their own dedicated, in-depth view.
Common questions
Project meetings & minutes
No. You just start with your next meeting. You bring existing minutes over gradually - most teams begin with their most important recurring meeting.
The effort stays low because everything happens in one place: you're taking notes anyway - tasks and decisions come out of that with no extra step, and templates take care of the prep.
Yes. Meeting series with a recurrence rule cover recurring meetings, steering committees or dailies. The next date is created automatically, and open items carry across the whole series.
Editing rights sit with the organizer and the note-taker. An administrator can step in if the responsible person isn't available.
Yes. Every set of minutes can be exported as PDF or Markdown and shared with distribution lists without system access, or archived externally.
Make your next meeting an outcome.
Try WORKSPACE.PM free for 30 days and see how minutes, decisions and tasks come together.