How do you currently take notes at work? 🗒 TIMESTAMPS 00:00 Intro 00:09 Why work notes are different 01:08 Guiding principles 02:25 Meeting notes for myself 05:03 Meeting notes for 1 team 07:52 Meeting notes for multiple teams 09:15 Download templates
I love these templates. My trick to meeting note success is email! Every meeting has a calendar invite, I forward the invite to myself, update the email body with my meeting note template that I saved as a signature (Outlook trick), and then store my notes in my email until I can process them into my other systems (to do list, documentation, etc). By forwarding the calendar invite, I have a list of all the attendees and meeting details (date, time, agenda) without needing to retype the information.
I started using OneNote earlier this year to manage my notes. For each new meeting I would open up a new section, Import meeting details under the Home tab and select the meeting I’m taking notes on. It will fill in the details and you can add notes from there. This was a game changer for me because it captures all of the meeting invite content, attendees invited and time of meeting. I just add my notes and who actually attended and that’s it. :-)
@@JeffSu I actually do the same. However, I love the idea of documenting all of my meetings in spreadsheet to refer to them later on. I added another column titled "project" since it's easier to filter by project name than date or agend. As a Program Manager it will help me be more efficient
Kudos for the originality! I feel like a lot of TH-camrs are repeating the same tips over and over, but you’ve given us actually useful and original tips! Thank you!
@@JeffSu yes, but the gmail tips video was my favourite! Seeing the number of unread emails go up gave me a little bit of anxiety and with these tips, I can manage my emails way better. As a struggling university student, I’ll take all the useful hacks I can get
@@JeffSu yes, my uni sends lots of email every week and most of them are promos that apply to a handful of students, so you can imagine how I feel about them. Plus, I’m subscribed to a few newsletters that I like, but I wanna read them in my own time, not just because I wanna decrease the number on the notifications
Hi Jeff! I am currently a college student who will become an intern as a management consultant intern at Accenture in less than 10 days and I just want to say how amazing your videos are. I was literally panicking about my upcoming internship for not being able to handle it well and your tips truly helped my anxiety. Do you mind also posting more videos on how to network or build a better relationship as an intern/ entry level analyst inside of the company? In addition, I follow you both on TH-cam and 小红书，and as a native Chinese speaker, your Chinese is so fluent!! I’d love to connect with you and chat more since I am currently diving into the management consulting industry and I’d love to hear any experiences and suggestions you have. Thank you!
@@JeffSu Thank you so much!! Just another question...I am thinking about using those team notes templates for the upcoming meetings, but I am worried that I will come off as a "control freak" or annoying among my teammates. Do you think it's okay to suggest everyone in my team use google sheets instead of their own note-taking methods? If they have never used google sheets, does that mean they need to learn from scratch?
For those who may find it a little annoying to have to empty and delete content from the rows (@8:58 )... I would recommend creating a macro (Google Sheets or Excel) that pastes the formatted rows as you want them into the empty section. Great video!
I use onenote for note taking. I love the meeting details function it has. When you press that and select the right meeting, everything is imported from Outlook. Such as attendees, topic, notes sent with the invitation. Makes it all so much easier. And no need for followup emails with takeaways because a chat is automatically created in Teams where you can put those takeaways in a Loop component. But besides the technological solutions, loving your tips on how to increase the quality of note taking. I was (and still am) really struggling with this. I'll be using your tips for sure.
We do something similars. Tip from my side: Always assign people to action items (called „deliverables“ in our documents), that‘s necessary for people to feel responsible. I think I like the idea of having multiple meetings in one document and will try implementing it.
I am pleased to see that Excel is used to capture notes. In fact, I started doing so many years ago. But, back then people think I am crazy for not using Word. Lol
So grateful to run into your channel and learn your pro tips for PM, for FREE. Truly appreciate you for sharing this content as I was specifically looking for help with meeting note-taking, this is incredible.
With this pandemic situation and how we jumps from one meeting to another, note taking really helps.. and note taking with a good technique will definitely helps.. I'll be sharing this with my team.. Thanks Jeff!!
@@JeffSu tahanks man, sorry for wasting your time making you answer my stupid comments. You are a true legend and I'd love to see this channel becoming really big. Good luck, stay safe, and have an awesome day 🔥🔥🔥🔥
When taking notes in Excel, you could keep the template in a separate tab at the bottom (named "template") and just copy that over for the new week. Saves you from having to delete the content from the previous copied week. Also, I just stumbled across your channel and have now insta-subscribed.
Another possibility is to write a script that adds a fresh section at the top with all needed formatting. With one or two clicks, this would set up the next date/notes area.
@@JeffSu I was thinking that with some coding you could have a button that automatically adds a new meeting template. Even you could indicate how many subjects will be discused and add the rows for them!
Those template are brilliant! I've recently been thrown in the deep end of having to interface and keep track of multiple teams. That last template and approach is gold!
I like this type of content so much! I watched this video 6 times in 2 days. I even watched it at work, to use the same colors and font "Work Sans" for a different table. Thank you!
The information shared for note taking was done very well. For action items I like to put action-open (name) - (then action). When the action is complete I update that line to action-done. This lets me do a key word search for "action-open". I can then see complete list of open action items, who is assigned and on what meeting date was the action item opened.
Hi Jeff, thanks for the informative video! Just wanted to mention that if you'd like to avoid the 2-step copy on Google Sheets for formatting purposes you could simply select the row with the formatting and right-click -> Add row below and the formatting will automatically copy. 🙂🙂
A little late to the party but I wanted to command you for all your helpful videos! I have two suggestions regarding the templates in Sheets or Excel: 1) just create a placeholder with the right format and no entries, so that you do not have to remove the entries every time you want to prepare for a new meeting. 2) (Meeting with the team) format all the empty rows with the same format as one of the entry rows, so that you do not need to copy the content and remove or copy the format every time. You said in some other videos something along the lines "if you have to do something 3 times, automate it/create a template for it"
Watching your all productivity tips and tricks videos and applying those in my day to day work/study and feeling way more productive and organized. Thanks a lot such an awesome content. Love from India!
Thank you Jeff! I just got hired :) I need to organize my thoughts properly and take down notes while undergoing training. Your Excel template is what I needed. Thank you again!
Hey Jeff! Just wanna say thanks a million for uploading this great content and sharing the templates with your viewers. Even though I've been working for close to a decade, the things you've shared will be extremely helpful especially in becoming more productive in this virtual world! Thanks again and best wishes from Singapore! :) DK
Hi Jeff, as usual. I loooove your tips because of YOU, I improved my work efficiency and like you, I used a lot of google products (docs, sheets, etc.) along with apple products for my work. Keep it going!
These templates are great-- I've been taking notes for multi-team meetings in Sheets for a while, but you've clearly refined the formatting. Thanks for sharing!
The spreadsheet idea is a brilliant for ongoing/repetitive meetings or for a planning committee where there's continuity and a need for accountability to get tasks completed. Thanks!
Awesome video dude. Note taking is something I need to get better at. I have always been able to remember meeting content and avoided taking notes because I would never look back at them. But now part of a large project team I see the value in having nots not for myself but for others to utilize.
Great video. Starting a new job in a week where I need to run multiple teams. I am going to give this a try once I figure out what tools are available to me.
this is SO HELPFUL! thank you for sharing this! I work community engagement, and I think that a lot of these tips can transfer over well to the non-profit sector. the tips about Google Sheets are particularly helpful. please up the amazing work.
Awesome video, super informative, quick to the point, free downable templates!! Love the editing of the video and use of youtube chapters! Just subscribed!!
Great Ideas and well presented. Suggestion/Tip: Create a tab or page for an empty meeting template. Copy THAT instead of the last notes and you wont have to delete those last updates.
So much good ideas here, and in your other videos as well. After seeing this I instantly copied the notes part from «meeting notes for self» into Notion - and finally I have a way of taking structured notes from meetings! Thanks man
I'm mostly jealous that you go to meetings with agendas. :) I use similar templates, though this has given me some good ideas to refine how I'm doing it. Thanks for the great content.
Hey Jeff, Congratulations on achieving your milestones here on TH-cam. Amazingly deserved and appreciated. I am a working professional, just starting my career. I absolutely love your content and look forward to watching you and learn from you more and more. On that note, if it would be possible for you, I would love if you could make a video on how you ideate your content, edit your videos, the tools you use for minute detailing on the videos and the overall process of a fully finished video, end to end. I think all of us can benefit from that as well. Just a thought. Thanks again for creating such amazingly helpful content. You're an amazing person. 😄
hi ! found your video a almost a year ago and i'm still using it! my favorite is the XFn meetings template. I have sooo many meetings and need to remember things. So i basically use it as a daily log. I changed the agenda section to "attendees" so i know who was in the meeting. I also changed the colors to a more girly color scheme lol. Any way this literally saves me. Also everyone is impressed with my note taking system. They always ask me hey do you remember xyz and then i can just control F. thank you!
I love this video. I especially love the 3:05, where you made a subtle joke about iPhone being the same. I can relate from my practice, that you are absolutely right, despite me, using entirely different techniques - but in general - the same points are maintained. :D
@@JeffSu I shared your video with a couple of colleagues and we're all planning on implementing this first thing tomorrow morning via Smartsheets. Thank you for making it simple.
I'm sorry but the speed with which we're now jumping from meeting to meeting there's never enough time to create such a neatly created doc. I'll share my technique to anyone who's intrested: I'm using Google Workspace, so my note taking happens in Keep. 1. Open Google Keep 2. Create a new note and in the title write the name of your calendar meeting's name, date, and name of attendees (full name if its someone you don't know and just the first name for someone you work a lot with). 3. Pin the new note so in case you have to look up something in your notes it wont jump to the bottom and will stay on top. 4. Use upper part for notes - use short key sentences to note key element. Use lower part for actions and next steps. 5. Set a reminder if you need to come back to your note. (If setup correctly this reminder will show up in your Google Calendar.
Very helpful video i really enjoy it. The content in this video is very nice and helpful for many of them and the video is very nice it didn't bore any of the area truly engaging. The most favorite thing i found in this video has the content of the video and communication style. Finally thank you for the template and that really helped me because i used this template for my personal work an i got much appreciation from my team and my client and once again thank you for the wonderful video i really enjoy it and we are expecting more related to this type of video.
Great video! Especially clearly separating work and private notes. My question is: how do you process the follow ups like to dos etc, which are buried in this work notes / sheets?
@@JeffSu do you track those items in your personal space like Notion or within your team space like Asana/Jira? In my case this is mostly the reason things get lost. Meeting notes are available. But the sheer amount of notes makes me lose track of open tasks. Ideally this would be one combined system (notes + tasks) so that those tasks from the notes are collectively available in an overview page. Always struggled to find any suitable tool.
Hey Jeff, big fan of your content. Keep up the good work, can you please create video on how to become a product marketer + pros and cons. Would be very helpful thank you
I love the templates, thank you for the clear and concise explanation on how to use it, can you share how you archive the notes when the files are getting big? Do you do it monthly or quarterly for example? And I also would love to know on your notes to self if you ever crossover notes from meetings to another platform (like notion) to have a centralized repository, for example, for a specific project?
Hey Jeff, thanks for the great content! I watched your other video on note taking for personal projects. You mentioned the biggest problem is to re-surface the notes when you need it. I resonated with this a lot! When taking work note, have you observed re-surface problems and how do you deal with them?
Hi. I found this video very helpful. I started my new job about two months ago as an account coordinator, and I'm still rusty when it comes to taking notes during meetings, mainly trying to get every important thing down during those client calls. Do you have any advice for taking proper notes during these type of calls without freaking out about getting every single word down?
Great video, Jeff! I was looking for tips to improve the agenda template I have for meetings with my clients and their teams, so I of course came to search your channel. 😉 I was wondering, do you happen to have any best practices for following up with the action items from the previous meeting? Is a certain time allotted at the beginning of each meeting to review them? Would love your thoughts. 🙂
Hi, Jeff, your videos are so helpful and I've implemented lots of your templates, workflows, and tips - thank you! I bought the Team Meetings Google Sheet today and can't figure out what the "Smart Chips" tab is for. Can you please help me understand? Best wishes!
Have just stumbled across your channel and been binging for a few days now. Thankyou! A question though. I have tried time and time again to incorporate my apple pencil/ipad into my professional workflow, but i have never been able to solve the friction between the notes and managing those notes into a workflow. Have you given this any thought, if so, a video would be great! lol
Honestly the best workflow is the one you can consistently stick with. And I honestly just use my ipad to brainstorm mostly instead of taking serious notes
Hey Jeff! I'm in love with the way you edit things, super smooth. I'm wondering what your editor of choice is and how you went about learning how to edit? Thanks in advance :)
Hi Jeff, I like the way you organise your notes for meeting. Especially the first notes for ownself, i personally had a similar template but using writing. As for the templates for meeting with a single team or multiple teams, I find it hard to type fast enough due to the nature of working in MS excel/Goggle sheets rather than just scribbing everything in MS word/Goggle Docs.
One scenario not covered: recurring team meetings, usually with eng, working on the same set of projects over a period of time (quarterly). Sheets like you have works well, but instead of copy/paste vertically, there is a new column for each week to give updates on a given project.
Hi Ryan - That's a great point! I rarely work with Eng so I guess I missed that one 😅. To clarify: Do you mean like 1 new column per new recurring team meeting? But different rows? Thanks for teaching me something new!
How do you currently take notes at work? 🗒
TIMESTAMPS
00:00 Intro
00:09 Why work notes are different
01:08 Guiding principles
02:25 Meeting notes for myself
05:03 Meeting notes for 1 team
07:52 Meeting notes for multiple teams
09:15 Download templates
I love these templates. My trick to meeting note success is email! Every meeting has a calendar invite, I forward the invite to myself, update the email body with my meeting note template that I saved as a signature (Outlook trick), and then store my notes in my email until I can process them into my other systems (to do list, documentation, etc). By forwarding the calendar invite, I have a list of all the attendees and meeting details (date, time, agenda) without needing to retype the information.
Wow, that is a fantastic idea Veronica! Thanks so much for sharing!!
I started using OneNote earlier this year to manage my notes. For each new meeting I would open up a new section, Import meeting details under the Home tab and select the meeting I’m taking notes on. It will fill in the details and you can add notes from there. This was a game changer for me because it captures all of the meeting invite content, attendees invited and time of meeting. I just add my notes and who actually attended and that’s it. :-)
@@heatherfranco5810 that sounds like a seamless workflow! Nice!!
Tysm!
@@JeffSu I actually do the same. However, I love the idea of documenting all of my meetings in spreadsheet to refer to them later on. I added another column titled "project" since it's easier to filter by project name than date or agend. As a Program Manager it will help me be more efficient
Kudos for the originality! I feel like a lot of TH-camrs are repeating the same tips over and over, but you’ve given us actually useful and original tips! Thank you!
Thank you Clarissa! Glad to hear it!! Were you talking about the note-taking techniques for school?
@@JeffSu yes, but the gmail tips video was my favourite! Seeing the number of unread emails go up gave me a little bit of anxiety and with these tips, I can manage my emails way better. As a struggling university student, I’ll take all the useful hacks I can get
@@clarissadesimoni that’s exactly how I felt at first when I got like over 10 unreads a day in college! Glad I wasn’t the only one 😂
@@JeffSu yes, my uni sends lots of email every week and most of them are promos that apply to a handful of students, so you can imagine how I feel about them. Plus, I’m subscribed to a few newsletters that I like, but I wanna read them in my own time, not just because I wanna decrease the number on the notifications
@@clarissadesimoni makes sense!!
Hi Jeff! I am currently a college student who will become an intern as a management consultant intern at Accenture in less than 10 days and I just want to say how amazing your videos are. I was literally panicking about my upcoming internship for not being able to handle it well and your tips truly helped my anxiety. Do you mind also posting more videos on how to network or build a better relationship as an intern/ entry level analyst inside of the company? In addition, I follow you both on TH-cam and 小红书，and as a native Chinese speaker, your Chinese is so fluent!! I’d love to connect with you and chat more since I am currently diving into the management consulting industry and I’d love to hear any experiences and suggestions you have. Thank you!
First of all, congrats on landing the internship, that's amazing 😄
I have videos around those topics planned so watch out for them 😉
@@JeffSu Thank you so much!! Just another question...I am thinking about using those team notes templates for the upcoming meetings, but I am worried that I will come off as a "control freak" or annoying among my teammates. Do you think it's okay to suggest everyone in my team use google sheets instead of their own note-taking methods? If they have never used google sheets, does that mean they need to learn from scratch?
@@charlenefu6222 start using it yourself first. If they like it they will naturally follow 😁
I saved this video two years ago because I thought it was interesting. I can’t thank you enough for this! Game changer for my work today
Wooohoooo that's what I love to hear 😁
This is one of the best channels on TH-cam. Give him his flowers!
No arguments from me 😁
For those who may find it a little annoying to have to empty and delete content from the rows (@8:58 )... I would recommend creating a macro (Google Sheets or Excel) that pastes the formatted rows as you want them into the empty section. Great video!
Good point!! Thanks for sharing!
Changing industries and your videos have been extremely helpful. Appreciate that you're not charging for the docs/sheets.
Haha of course not! Should be available for everyone :)
I use onenote for note taking.
I love the meeting details function it has.
When you press that and select the right meeting, everything is imported from Outlook. Such as attendees, topic, notes sent with the invitation. Makes it all so much easier.
And no need for followup emails with takeaways because a chat is automatically created in Teams where you can put those takeaways in a Loop component.
But besides the technological solutions, loving your tips on how to increase the quality of note taking. I was (and still am) really struggling with this.
I'll be using your tips for sure.
Nice! Thanks for sharing!
We do something similars. Tip from my side: Always assign people to action items (called „deliverables“ in our documents), that‘s necessary for people to feel responsible. I think I like the idea of having multiple meetings in one document and will try implementing it.
Excellent tip, thanks for sharing Martin!
I am pleased to see that Excel is used to capture notes. In fact, I started doing so many years ago. But, back then people think I am crazy for not using Word. Lol
Hahaha maybe they're the crazy ones :)
So grateful to run into your channel and learn your pro tips for PM, for FREE. Truly appreciate you for sharing this content as I was specifically looking for help with meeting note-taking, this is incredible.
You're extremely welcome! All this information should be free 😁
I started watching your channel last week and I think your content is AWESOME!
My work is so much easier now!
Thanks Jeff!
Thank you Bernardo! Glad to hear it! You're very welcome!!
This has to be the most informative channel on youtube for professional development/productivity. Thank you!
No arguments from me Savannah 😉. You're very welcome!
With this pandemic situation and how we jumps from one meeting to another, note taking really helps.. and note taking with a good technique will definitely helps..
I'll be sharing this with my team..
Thanks Jeff!!
Glad to hear it Rusty, thanks for letting me know 😁
Am i the first one
After watching the video - he helped me so much, I found this channel recently, but I've watched all the videos 🤣🤣. Thanks dude
Hi Bojidar - Yes you are the first one 😂, congrats! Glad you found this channel AND you're getting value from it!!
@@JeffSu have never been the first in any video 🤣. Hope to see lots more from you, I just can't get enough of your tips and tricks 🔥🔥🔥
@@bojidarkamenski3432 I’ll be uploading videos as long as you’re here to see it 😁🙌🙌
@@JeffSu tahanks man, sorry for wasting your time making you answer my stupid comments. You are a true legend and I'd love to see this channel becoming really big. Good luck, stay safe, and have an awesome day 🔥🔥🔥🔥
@@bojidarkamenski3432 Not at all my friend! Thanks again for your kind words, and you too!
When taking notes in Excel, you could keep the template in a separate tab at the bottom (named "template") and just copy that over for the new week. Saves you from having to delete the content from the previous copied week.
Also, I just stumbled across your channel and have now insta-subscribed.
🤯 omg that's a GREAT idea!! I'm going to do that right now. Thanks for teaching me something new Ryan!!
Glad you like the channel as well :)
Another possibility is to write a script that adds a fresh section at the top with all needed formatting. With one or two clicks, this would set up the next date/notes area.
@@JeffSu I was thinking that with some coding you could have a button that automatically adds a new meeting template. Even you could indicate how many subjects will be discused and add the rows for them!
@@PaulJCarpenter like an excel macro?
@@contact585 that’s a good idea!!
Those template are brilliant! I've recently been thrown in the deep end of having to interface and keep track of multiple teams. That last template and approach is gold!
Woohoooo that's what I love to hear 😁
Love that you mention about the google sheet shortcuts and also the shortcut symbols!
Thank you Kuan! Yes it's pretty natural to me now and I find that I have to make the effort to say it out loud sometimes or else I'd forget
I like this type of content so much! I watched this video 6 times in 2 days. I even watched it at work, to use the same colors and font "Work Sans" for a different table. Thank you!
That's awesome! Hope you have a nice work notes setup now!
The information shared for note taking was done very well. For action items I like to put action-open (name) - (then action). When the action is complete I update that line to action-done. This lets me do a key word search for "action-open". I can then see complete list of open action items, who is assigned and on what meeting date was the action item opened.
That's an awesome tip Ross! Thanks for sharing!!
Hi Jeff, thanks for the informative video!
Just wanted to mention that if you'd like to avoid the 2-step copy on Google Sheets for formatting purposes you could simply select the row with the formatting and right-click -> Add row below and the formatting will automatically copy. 🙂🙂
Great point Dennis! Thanks for sharing!! 😁😁
I feel like you've made this incredibly complicated but if it works for you, awesome. Thanks for the video.
Haha yea it works for me, but totally understand different people have different styles! 😁
A little late to the party but I wanted to command you for all your helpful videos! I have two suggestions regarding the templates in Sheets or Excel: 1) just create a placeholder with the right format and no entries, so that you do not have to remove the entries every time you want to prepare for a new meeting. 2) (Meeting with the team) format all the empty rows with the same format as one of the entry rows, so that you do not need to copy the content and remove or copy the format every time. You said in some other videos something along the lines "if you have to do something 3 times, automate it/create a template for it"
That's a GREAT point, thanks for the input!!
Thank you for this. I just sent this to my daughter who got her first job out of college. Great content!
best of luck to her!
I'm really new to this since i just switch job and this is really helpful and gives me alot of ease in my work. Thank you Jeff.
You're very welcome! 😁
Watching your all productivity tips and tricks videos and applying those in my day to day work/study and feeling way more productive and organized. Thanks a lot such an awesome content. Love from India!
Glad to hear it Abhie!! I hope future videos will continue to prove valuable to you 😁
@@JeffSu ofcourse! I've already pressed the bell, not gonna miss😅
@@abhieshinde noiceeeee
More videos like this please. Helped me tremendously. Work productivity and tips +
Will do Bradley 😁😁
Bam instant smashing like button as every Tuesday ahaha !!! Now I can watch the vid 🤣🙃
Smashing that like button AND commenting? Must be Thomas again 😉
Thank you Jeff! I just got hired :) I need to organize my thoughts properly and take down notes while undergoing training. Your Excel template is what I needed. Thank you again!
Great! Best of luck in the new job Marj 😁
Hey Jeff!
Just wanna say thanks a million for uploading this great content and sharing the templates with your viewers. Even though I've been working for close to a decade, the things you've shared will be extremely helpful especially in becoming more productive in this virtual world!
Thanks again and best wishes from Singapore! :)
DK
That's awesome Damon, glad you found the content (and templates) helpful! Stay safe and well in SG!
writing notes on google docs while meeting with Satya. Love it!
Heck yea 😁
Hi Jeff, as usual. I loooove your tips because of YOU, I improved my work efficiency and like you, I used a lot of google products (docs, sheets, etc.) along with apple products for my work. Keep it going!
That's awesome to hear Siti! Glad you found this helpful 😁
Love how you structure your videos. I only needed the part about note-taking for myself and only watched that part, thank you!
You're very welcome! I'm all about practical and concise tips so I'm super glad you found what you were looking for immediately 😁
This content is amazing Jeff, I could say this it the best video I’ve watched. Much appreaciate for giving the templates.
You're very very welcome Tran ;), glad you liked it!
Practical and digestible advice! Stumbled on your videos rather late and by happy coincidence. Excellent content, Jeff!
I'm happy you're here now Rozan! 😁
These templates are great-- I've been taking notes for multi-team meetings in Sheets for a while, but you've clearly refined the formatting. Thanks for sharing!
That's awesome to hear KDY! Thanks for letting me know 🙌🙌
I like your style: your haircut and your shirt. Sharp but not too loud.
Thanks Ronak!
The spreadsheet idea is a brilliant for ongoing/repetitive meetings or for a planning committee where there's continuity and a need for accountability to get tasks completed. Thanks!
No problem 😁
Awesome video dude. Note taking is something I need to get better at. I have always been able to remember meeting content and avoided taking notes because I would never look back at them. But now part of a large project team I see the value in having nots not for myself but for others to utilize.
Yes! You definitely hit the nail on the head!
Yesssssss the long awaited video!
First comment and thumbs up. Then going to watch hahaha
Thanks MersedP!! Let me know if you liked it after you watched it 😉
I love these note taking videos
And I love making them, what a coincidence 😁
This guy's single meeting notes are larger than our whole project documentation.
😂
Haha
I hope that was a joke…
Good point
Real world practical genius!
Thank you 😁
Hey man, just found your channel. Your videos are such high quality and I love your energy
Glad you're here Wayne!! And thank you!
Man, your content is great!
Thank you Pedro!!
Great video. Starting a new job in a week where I need to run multiple teams. I am going to give this a try once I figure out what tools are available to me.
Awesome, good luck!
One of the first
Big fan bro, greetings from Peru
Yes you are Jesus! Thanks for letting me know!! Stay safe in Peru!
This is SO helpful! My notes tend to get cluttered and messy so I'm happy that I stumbled upon this video! New sub :)
Glad to hear it Soo! Thank you 😁
I think watching ur videos is my new daily routine...
Seems like a pretty dang good daily routine 😉
@@JeffSu haha, kind of miss ur vlog btw
@@meiyunchen197 Haven't had the time 😭
Didn’t even know I needed this video... But I did! Thanks!
Glad you found value from it Saurabh 😁
this is SO HELPFUL! thank you for sharing this! I work community engagement, and I think that a lot of these tips can transfer over well to the non-profit sector. the tips about Google Sheets are particularly helpful. please up the amazing work.
Glad to hear it!! Thank you for the kind words 😁
Thank you Jeff, I´m starting a new freelance job and I´m implementing the team notes template of your video!!! Your friend from Argentina :)
Oh that's awesome! Do you use google tools? Or other platforms?
@@JeffSu Google tools, so clean and useful. I'm trying to jump into Notion but I'm not doing so well.
@@LorenaRinaldini I felt the same at first too!
I LOVE your content! My mind was blown every time after I watched your video 😂Thank you!!! :)
Hahaha that's great! Was your mind blown after every single video though 😛
Awesome video, super informative, quick to the point, free downable templates!! Love the editing of the video and use of youtube chapters! Just subscribed!!
Thank you my friend!! Glad you liked this 😁
Launch an iPhone 20 that has the same functionalities as the iPhone 10 was my fav! 😂 Jokes aside, great advice! 🙌🏼✨
Hahahaha glad you caught that Claudia! 😁
Great video. Simple and efficient. I've struggled with organizing my notes and think your approach will work perfectly. Thank you!
Glad to hear it Eric!
Great Ideas and well presented. Suggestion/Tip: Create a tab or page for an empty meeting template. Copy THAT instead of the last notes and you wont have to delete those last updates.
That's a GREAT idea, thanks for sharing!!!
So much good ideas here, and in your other videos as well. After seeing this I instantly copied the notes part from «meeting notes for self» into Notion - and finally I have a way of taking structured notes from meetings! Thanks man
Nice! Hope it helps you my friend 😁
Thank you Jeff! I use Docs to do similar templates but I like how Sheets is primed so I don’t need to add tables!
Hi Leinaala! That's great to hear! Do you think you will replace a few of your Doc notes templates with Sheets now?
I'm mostly jealous that you go to meetings with agendas. :) I use similar templates, though this has given me some good ideas to refine how I'm doing it. Thanks for the great content.
Not a problem Christopher, thanks for letting me know 🙌🙌
Hey Jeff,
Congratulations on achieving your milestones here on TH-cam. Amazingly deserved and appreciated.
I am a working professional, just starting my career. I absolutely love your content and look forward to watching you and learn from you more and more.
On that note, if it would be possible for you, I would love if you could make a video on how you ideate your content, edit your videos, the tools you use for minute detailing on the videos and the overall process of a fully finished video, end to end.
I think all of us can benefit from that as well. Just a thought.
Thanks again for creating such amazingly helpful content. You're an amazing person. 😄
Hi Abhishek, thanks for the idea! I might do a video on my video creation process down the line :)
@@JeffSu Thanks for considering. Cheers 😄
@@abhishekroy7521 Of course :)
The thumbnail tho! A real book! 📖 💞 !!! And the suit 110% Yaleie!!🤩
🙌🙌 always happy to see you appreciate it Sak Beh 😁😁
genius. loving all your tips and tricks 👍
Thanks Juan!! 😁
hi ! found your video a almost a year ago and i'm still using it! my favorite is the XFn meetings template. I have sooo many meetings and need to remember things. So i basically use it as a daily log. I changed the agenda section to "attendees" so i know who was in the meeting. I also changed the colors to a more girly color scheme lol. Any way this literally saves me. Also everyone is impressed with my note taking system. They always ask me hey do you remember xyz and then i can just control F. thank you!
Woohoo that's awesome!
I love this video.
I especially love the 3:05, where you made a subtle joke about iPhone being the same.
I can relate from my practice, that you are absolutely right, despite me, using entirely different techniques - but in general - the same points are maintained. :D
Glad someone caught the joke there! 😁
Love the framework and approach. Great stuff. Thanks for sharing. Definitely going to try it in my new role.
Glad to hear it Suleiman! Let me know how it goes!
Love this video and really thoughtful and thorough templates
Happy to hear it! 😁
@@JeffSu I shared your video with a couple of colleagues and we're all planning on implementing this first thing tomorrow morning via Smartsheets. Thank you for making it simple.
@@XFiorentti let me know how it goes!!
I really enjoy your contents. Thank you so much.
You're very welcome my friend 😁
I'm sorry but the speed with which we're now jumping from meeting to meeting there's never enough time to create such a neatly created doc. I'll share my technique to anyone who's intrested:
I'm using Google Workspace, so my note taking happens in Keep.
1. Open Google Keep
2. Create a new note and in the title write the name of your calendar meeting's name, date, and name of attendees (full name if its someone you don't know and just the first name for someone you work a lot with).
3. Pin the new note so in case you have to look up something in your notes it wont jump to the bottom and will stay on top.
4. Use upper part for notes - use short key sentences to note key element. Use lower part for actions and next steps.
5. Set a reminder if you need to come back to your note. (If setup correctly this reminder will show up in your Google Calendar.
What a great way to go about it! Thanks for sharing Bolerophon!
thank you very much, I learned management according to your template sir. :)
That's awesome to hear Akbar!!
Very helpful video i really enjoy it. The content in this video is very nice and helpful for many of them and the video is very nice it didn't bore any of the area truly engaging. The most favorite thing i found in this video has the content of the video and communication style. Finally thank you for the template and that really helped me because i used this template for my personal work an i got much appreciation from my team and my client and once again thank you for the wonderful video i really enjoy it and we are expecting more related to this type of video.
What a lovely comment, thank you so much my friend 😁
YT recommended, worth it and subscribed!
Thank you my friend!!
This is so good! Makes so much sense! Quick and succinct. Mahalo!
Thank you Cynthia 😁
Great video! Especially clearly separating work and private notes. My question is: how do you process the follow ups like to dos etc, which are buried in this work notes / sheets?
I process the follow ups immediately after the meetings
@@JeffSu do you track those items in your personal space like Notion or within your team space like Asana/Jira? In my case this is mostly the reason things get lost. Meeting notes are available. But the sheer amount of notes makes me lose track of open tasks. Ideally this would be one combined system (notes + tasks) so that those tasks from the notes are collectively available in an overview page. Always struggled to find any suitable tool.
Depends on the type of note!@@5654Martin
Awesome content! Very hand on a corporate setting
Haha yes! Thank you Josh! Thought I'd share some of my nerdy learnings from the corporate life 😁
Thank you so much for this video!
You're very welcome Aaron 😁
Hey Jeff, big fan of your content. Keep up the good work, can you please create video on how to become a product marketer + pros and cons. Would be very helpful thank you
Thanks Rawish!! And thanks for the feedback!
Very helpful! I'm responsible for so many projects and teams this really helps me get organized
Glad to hear it Felix!!
You nailed it, very spot on.
Thank you Shuai!!
Super super helpful thank you, I did find some note taking apps like notion to be excessive and overkill sometimes.
Thanks for the comment Min!! Although to be honest I love Notion as well 😂
I love the templates, thank you for the clear and concise explanation on how to use it, can you share how you archive the notes when the files are getting big? Do you do it monthly or quarterly for example? And I also would love to know on your notes to self if you ever crossover notes from meetings to another platform (like notion) to have a centralized repository, for example, for a specific project?
I basically hide the tabs after 1 quarter
Are we allowed to bribe Tim Cook.. love your humour and enjoy your videos
Hahaha glad someone caught that!!! Thank you Anurodh 😁
I’m so glad I found you 😭
Me too 😁
Thank you for this, Jeff!
You're welcome Vonne!
Jeff, have you updated this for smart chips? What other changes would that cause?
Not yet! I'm waiting to see how many more features will be added into Google Sheets this year 😁
Thank you so much for the useful video!
You're very welcome my friend 😁
Thank you!!!! You're awesome!!
You're very welcome 😁😁
I started a new role at work and this method is SO helpful! Thank you so much. Curious, have you got into digital note-taking?
Doesn't this count as digital note taking 😂
Hey Jeff, thanks for the great content! I watched your other video on note taking for personal projects. You mentioned the biggest problem is to re-surface the notes when you need it. I resonated with this a lot!
When taking work note, have you observed re-surface problems and how do you deal with them?
So it's actually easier for work since I'm "forced" to review previous notes to prepare for the next weekly team or 1:1 meeting
@@JeffSu That is a good point!
Hi. I found this video very helpful. I started my new job about two months ago as an account coordinator, and I'm still rusty when it comes to taking notes during meetings, mainly trying to get every important thing down during those client calls. Do you have any advice for taking proper notes during these type of calls without freaking out about getting every single word down?
Yup, listen first and just jot down keywords. Come back after the meeting to finish writing out the notes
Great video, Jeff! I was looking for tips to improve the agenda template I have for meetings with my clients and their teams, so I of course came to search your channel. 😉 I was wondering, do you happen to have any best practices for following up with the action items from the previous meeting? Is a certain time allotted at the beginning of each meeting to review them? Would love your thoughts. 🙂
Yup I always start my meetings by reviewing the action items from last meeting 😁
@@JeffSu Do you list the previous week's action items as agenda items?
Yes!@@gregrestrepo1433
Hi, Jeff, your videos are so helpful and I've implemented lots of your templates, workflows, and tips - thank you! I bought the Team Meetings Google Sheet today and can't figure out what the "Smart Chips" tab is for. Can you please help me understand? Best wishes!
Ah that was to show the new "Smart Chip" feature, you can ignore that tab 😁
Thank you SO much for the quick response! @@JeffSu
Nice content man 👍 very useful
You're very welcome Aditya!!
So, is it tactful to be writing in the template during meetings? As the conversation driver with project teams?
If you're the main presenter you should ask a teammate to write notes on your behalf :)
Have just stumbled across your channel and been binging for a few days now. Thankyou!
A question though. I have tried time and time again to incorporate my apple pencil/ipad into my professional workflow, but i have never been able to solve the friction between the notes and managing those notes into a workflow. Have you given this any thought, if so, a video would be great! lol
Honestly the best workflow is the one you can consistently stick with. And I honestly just use my ipad to brainstorm mostly instead of taking serious notes
Hey Jeff! I'm in love with the way you edit things, super smooth. I'm wondering what your editor of choice is and how you went about learning how to edit? Thanks in advance :)
You can find all the information here: www.jeffsu.org/yt-gear
@@JeffSu Legend! I did check out the website but I seemed to have missed that section! Thanks again
@@adamel-kadi5179 Oh no, is the website a little too confusing?
@@JeffSu Nope lol website very clear, it's just me I didn't see it cuz I was blissfully passed through that section haha
@@adamel-kadi5179 Gotcha. Glad you found it helpful!
Excellent video! I wondered where you are getting the little images like at 2:10 - would really appreciate to know because they look so cool!
Flaticons :)
Hi Jeff, I like the way you organise your notes for meeting. Especially the first notes for ownself, i personally had a similar template but using writing. As for the templates for meeting with a single team or multiple teams, I find it hard to type fast enough due to the nature of working in MS excel/Goggle sheets rather than just scribbing everything in MS word/Goggle Docs.
Thank you for sharing Zhenrong! Yes I feel your pain 😅
One scenario not covered: recurring team meetings, usually with eng, working on the same set of projects over a period of time (quarterly). Sheets like you have works well, but instead of copy/paste vertically, there is a new column for each week to give updates on a given project.
Hi Ryan - That's a great point! I rarely work with Eng so I guess I missed that one 😅. To clarify: Do you mean like 1 new column per new recurring team meeting? But different rows?
Thanks for teaching me something new!