Meeting Minutes Template for Excel

A meeting minutes log for Excel: one row per agenda item or action, with the discussion in a line, the decision in full, an owner, a deadline and a status. Keep every meeting on the same sheet and filter it by owner or sort it by deadline to see what is still open.

Download .xlsx Download .pdf

Free. No sign-up.

Rather not take notes by hand? Dalm is a Mac app that records the meeting — a call or a room — and drafts the notes from the transcript. Get early access

What minutes are, and the document version with a block per agenda item and signature lines, is on the meeting minutes and meeting notes templates page. This page is the same record laid out as a table.

What’s in the spreadsheet

The sheet has two parts: a block with the details of the meeting, and the minutes table with a filter on its header row.

  • Meeting details — meeting, date, chair, secretary, present.
  • Minutes table, one row per item, eight columns: No., Agenda item, Discussion (short), Decision, Action, Owner, Deadline, Status.
  • Status takes one of three values: open, in progress, done.

The header row has a filter, and the rows below it scroll under a frozen header, so a long log stays readable.

Meeting minutes example in a spreadsheet

Example (fictional). Names and events are invented.

MeetingOperations team meeting
DateThursday
ChairP. Dorokhov
SecretaryE. Kim
PresentP. Dorokhov, E. Kim, S. Orlov, N. Belova
No.Agenda itemDiscussionDecisionActionOwnerDeadlineStatus
1Delivery delays, north region14 late deliveries last week; mostly one carrierMove 30% of volume to a second carrier for one monthAgree terms with the second carrierS. OrlovTuesdayin progress
2Delivery delays, north regionCompare on-time rate of both carriersS. Orlovin a monthopen
3Warehouse inventory dateNeeds one full day without shipmentsInventory on Saturday weekNotify clients: no shipments on the inventory dayN. BelovaFridaydone
4Warehouse inventory dateBook extra staff for inventory daynot setnot setopen

Two agenda items, four rows: each item produced two actions, so each takes two rows and the agenda item is repeated. Row 4 has no owner and no deadline because none were named — “not set” is written on purpose, so a filter finds it later.

How to fill it in

A log works when every row can stand on its own: whoever filters the sheet by their name a month later sees a complete action, not half of one. Four rules come with the template:

  1. One row — one item. If an agenda item produced two actions, use two rows and repeat the agenda item.
  2. Decision in full, discussion in one line.
  3. Owner and deadline only if named. Otherwise write “not set” — it’s easy to filter later.
  4. All meetings on one sheet. Add the next meeting’s rows below the last ones. The table has no date column — add one next to No. if you keep more than one meeting here, so the filter and the sort work across the whole log.

Spreadsheet tips

  • Filter by owner. Click the filter on the Owner column and pick one name: the result is that person’s open items from every meeting on the sheet.
  • Sort by deadline. Sort the Deadline column ascending and the nearest dates come first; rows with “not set” group together at the bottom, which is a list of its own worth reading.
  • Highlight overdue rows. A conditional format on the Deadline column — date earlier than today while Status is not “done” — colours the rows that need chasing, in Excel, Google Sheets and Numbers alike.

An action list without the rest of the minutes is the action items template; the document version to print and sign is the meeting minutes template for Word.

Drafting the rows from a recording

You do not have to type the rows from your own notes. Dalm is a Mac app that records a meeting — a call or a room — and drafts the notes from the transcript. Your speech is recognised on your Mac, and no audio leaves it; what goes to our servers is the transcript, as text, and a language model writes the draft from that text. The draft edits as plain text; the owners, deadlines and statuses in this sheet are still yours to fill in and keep up to date.

What the software drafts from a recording, and where it stops, is on meeting minutes software. See plans · For teams

Questions

Is this Excel template free?
Yes. The .xlsx downloads with no sign-up and no e-mail address asked, and the PDF of the same layout is free too. The file is in English and carries no product name or branding, so you can rename the columns, add your own or change the status values to the ones your team uses.
Does it open in Google Sheets or Numbers?
Yes. It is a plain .xlsx with one sheet, no macros and no formulas, so Google Sheets, Numbers and LibreOffice open it as it is. The filter on the header row carries over in Google Sheets and Numbers; if a program drops it, select the header row and switch the filter back on.
How do I track action items across meetings?
Keep every meeting on the same sheet and add a Date column to tell them apart — the template has none. Each action is one row with an owner, a deadline and a status, so a filter on Owner shows one person's open items from every meeting, and a sort on Deadline puts the nearest first. Rows marked done stay in the log as the record of what was closed and when.
What is the difference between minutes in Word and in Excel?
The Word version is a document to read and sign: a header, a block per agenda item, signature lines. The Excel version is a log to work from: one row per item, so you can filter by owner, sort by deadline and see what is still open. Many teams keep both — the document as the record of the meeting, the sheet as the running list of what it produced. The Word template is on its own page.
Do I need to sign up?
No. Both files download directly from this page, with no account, no e-mail address and no form. Nothing on this page is tracked per download, and the files do not phone home: they are an ordinary spreadsheet and an ordinary PDF.