WORKSPACE.PM
Meetings & Minutes

No more meetings that lead nowhere.

Agenda, minutes, decisions and tasks – in one system, right on the project. What gets decided in the meeting is documented and traceable afterwards, and lands as a task on the board.

Meeting cockpit

Recurring · Team North · Today 2:00 PM

Agenda3/5

3

Decisions

5

Tasks

7/8

Present

Approve extra budget

Approved

Confirm delivery date

For approval

Select supplier

For approval

The meeting went well – it's what happens afterwards that gets lost.

Between scattered minutes, verbal promises and forgotten to-dos, the outcome of a meeting too often disappears. Sound familiar?

Minutes scattered everywhere

Sometimes in a Word file, sometimes in an email, sometimes in someone's head – and next time everyone looks somewhere else.

Decisions without accountability

Who committed to what? Without a named owner and approval, the decision fizzles out.

Action items from the meeting evaporate

The to-dos get named but tracked nowhere – until they resurface in the next meeting.

The recurring meeting loses the thread

What was open last time, what was decided? Without a thread across the series, every session starts with reconstruction.

From meeting to outcome – in one continuous flow

WORKSPACE.PM guides every meeting from preparation to follow-up – without a media break.

01

Prepare

Agenda, participants and template ready before the meeting – recurring meetings as a series.

02

Run

Take minutes live in focus mode, tick off the agenda, link cards and people directly.

03

Decide

Capture decisions with an owner and formally approve them.

04

Follow up

Open tasks and decisions stay visible across the entire series.

Meetings & Series

Recurring meetings that carry themselves forward

Create meetings with full business context – not a loose calendar entry, but linked to project and team. Set up recurring formats like a stand-up or steering committee once as a series; follow-up meetings are generated automatically from your recurrence rule.

  • Meetings with project and team context instead of loose calendar entries
  • Meeting series with a recurrence rule – follow-ups generated automatically
  • Arrange follow-up appointments straight from a meeting, without leaving the context
  • Templates bring standard agendas ready-made, no starting from scratch
  • Cancel without data loss – minutes and decisions are preserved

Steering committee

Every 2 weeks · Tue 10:00

Template: Standard agenda
Mar 12Held
Mar 26Held
Apr 9Next
Apr 23Planned
Generates follow-ups automatically
Focus modeDistraction-free full screen

Agenda

Recap
Clear blockers
Decisions

Minutes

Approach agreed. Owner: A. Kaya Linked to card: Data migration

@ mentions people · # links cards

Agenda & Live Minutes

Take minutes in the meeting – no distractions, no copy-and-paste

The agenda structures the meeting and is ticked off visibly as it happens. In focus mode you write the minutes distraction-free in full screen and link decisions, tasks and people directly in the text – without ever leaving the editor.

  • Order the agenda by drag & drop and tick it off live
  • Focus mode: distraction-free full screen for live minute-taking
  • Link cards and people directly in the minutes (@ mentions)
  • Rich-text minutes in the hands of the responsible role

Decisions & Approvals

Decisions that are documented and binding

Every decision gets a title and an owner and runs through a clear approval: open, approved, approved with conditions, or rejected. The owner can approve or reject straight from the notification – without navigating into the meeting first.

  • Decisions with a title and a named owner
  • Formal status: open, approved, with conditions, rejected
  • Approve or reject directly from the notification
  • Fully traceable who decided what and when
Decisions

Extra budget Plant North

Approved
MBOwner: M. Berg

Postpone delivery date

For approval
SMOwner: S. Merz

Award to supplier B

With conditions
TKOwner: T. Klein
Approve straight from the notification
ApproveReject
Series cockpit

5

Open tasks

12

Decisions

6

Meetings

Open tasks from the series

Finalize test concept

Recurring · Apr 9

AK

Obtain department sign-off

Steering · Mar 26

SM

Align rollout plan

Recurring · Apr 23

TK

Series Cockpit

Keep the thread across the entire series

The cockpit bundles what emerges in the individual meetings: all open tasks and all decisions made – across the complete series and project-wide across all meetings. The recurring-meeting history is traceable as a whole, without anyone digging through minutes.

  • Open tasks from every meeting in the series in one place
  • All decisions bundled by series and project-wide
  • The recurring-meeting history traceable across all sessions
  • No more reconstruction from individual minutes

Participants & Roles

Clearly settled who leads, records and attends

Every participant has a role – organizer, minute-taker or participant – and with it clear rights, such as who may edit the minutes. You record attendance per person: present, excused or absent, retroactively too for documentation.

  • Roles: organizer, minute-taker and participant
  • Minutes rights follow the role – with an admin fallback
  • Attendance per person: present, excused, absent
  • Documentable retroactively for clean records

Participants

SM

S. Merz

Organizer
Present
AK

A. Kaya

Minute-taker
Present
TK

T. Klein

Participant
Excused
MB

M. Berg

Participant
Absent
My Meetings
Mo
TuToday
We
Th
Fr

Export minutes

PDFMarkdown

My Meetings & Export

Your meeting calendar – and minutes for everyone without access

“My Meetings” shows only your own appointments, as a calendar or a list – without filtering through every meeting in the system. For distribution lists without system access or for archiving, export the minutes with one click as PDF or Markdown.

  • “My Meetings” as a calendar or list view
  • Clicking a day creates a meeting with the date pre-filled
  • Export minutes as PDF or Markdown
  • For distribution lists without system access and for archiving

So the meeting tool doesn't become a burden itself

WORKSPACE.PM takes work off your plate instead of creating more – exactly where meetings otherwise drag on.

The series plans itself

Set up once, the meeting series generates its follow-ups automatically – no manual duplicating week after week.

Approve without detours

Approve decisions straight from the notification – without navigating into the meeting first.

Templates instead of a blank page

Recurring meeting formats start with a pre-filled agenda – you never begin from scratch.

From decision to task

Every to-do in the meeting becomes a card on the board

Meetings don't end with the minutes, they end with tasks done. What you capture in the meeting becomes a Kanban card with a meeting reference – and shows up in the series cockpit as an open task until it's finished.

Frequently asked questions

What project leads and PMOs want to know about meetings before switching.

New minutes are created directly in the system and can be exported as PDF or Markdown at any time. You enter existing minutes at the first meeting of a series – from then on the history stays complete in one place instead of scattered across files.

Especially then. A daily or a short recurring meeting needs no heavy preparation – pick a template, tick off the agenda, capture decisions. The effort stays small, but nothing gets lost anymore.

The minutes stay in the hands of the intended role – organizer or minute-taker. In case the responsible person is unavailable, there is an admin fallback. Decisions are approved by the respective named owner.

Yes. You set up recurring formats as a meeting series with a recurrence rule; follow-ups are generated automatically. Through the series cockpit you track open tasks and decisions across all sessions.

Yes. The minutes can be exported as PDF or Markdown and passed on to distribution lists without system access or archived outside the system.

Turn meetings into binding outcomes.

Try WORKSPACE.PM free for 14 days – no credit card. Run your first meeting with agenda, minutes and decisions in minutes.