For architects, interior designers, and UX designers, verbal discussions often lead to lost information and missed tasks. This Action Items Template provides a structured way to document critical decisions, client feedback, and project tasks, ensuring clarity and accountability throughout every project phase. It helps maintain a clear revision history and ensures all stakeholders are aligned on next steps.
Meeting Details
e.g., Downtown Loft Renovation
Enter the official name of the project.e.g., Client Brief, Design Review, Site Visit, Contractor Meeting
Specify the nature of the meeting.e.g., 2023-10-27
Record the date the meeting took place.e.g., Sarah Chen (Client), David Lee (Architect), Emily Stone (Interior Designer)
List all individuals present, including their role.e.g., Finalize kitchen layout and material selections; Review preliminary facade options
Briefly state the primary goal of the discussion.Discussion Points
e.g., Kitchen Island Countertop Material; Living Room Furniture Layout
Identify the specific subject of the discussion.e.g., Client approved Quartz 'Carrara White' for kitchen island; Agreed to explore modular sofa options for living room.
Document all final decisions reached during the discussion.e.g., Client preferred warmer lighting tones in the bedroom; Expressed concern about lead time for custom cabinetry.
Capture all feedback, preferences, or concerns voiced by the client.Action Items
e.g., Research sustainability certifications for proposed timber cladding; Prepare revised floor plan incorporating client's feedback on master suite.
Clearly describe the task that needs to be completed.e.g., David Lee (Architect); Design Team; Contractor
Specify the individual or team responsible for the action.e.g., 2023-11-03
Set a clear deadline for the completion of the action.e.g., Open, In Progress, Completed, Awaiting Client Input
Track the current state of the action item.Material Selections (If Applicable)
e.g., Flooring: Engineered Oak, 'Natural Blonde' finish; Paint: Benjamin Moore 'Chantilly Lace'
List the specific material or finish being selected.e.g., Shaw Floors; ABC Cabinetry
Identify the source of the material.e.g., Client Approved; Pending Sample Review; Budget Hold
Indicate whether the selection has been approved.e.g., Client requests larger sample for on-site review; Confirm lead time with supplier.
Add any relevant details or special instructions.Follow-up & Next Steps
e.g., 2023-11-10
Schedule the date for the subsequent meeting.e.g., Review updated 3D renderings; Discuss budget implications of material changes.
Outline key topics to be addressed in the next discussion.e.g., Remind client to send inspirational images for bathroom vanity; Follow up with structural engineer.
Include any additional relevant information or reminders.How to Use This Template
- Open the 'Action Items Template' in CraftNote before your client meeting, design review, or site visit.
- Fill in the 'Meeting Details' section with project name, attendees, and meeting objective to set the context.
- As discussions unfold, capture 'Discussion Points' and 'Key Decisions Made' in real-time, ensuring accuracy.
- Immediately log all 'Action Items' with clear descriptions, assigned individuals, and due dates to prevent tasks from being overlooked.
- After the meeting, share the completed note with all relevant stakeholders directly from CraftNote, ensuring everyone is aligned on next steps and responsibilities.
Customization Tips
- Adapt the 'Meeting Type' field to include specific phases like 'Schematic Design Review' or 'Construction Document Check-in' for granular tracking.
- Add a 'Budget Impact' field to the 'Material Selections' section for projects where cost control is a primary client concern.
- Create a dedicated section for 'Risk Assessment' to proactively identify and document potential project challenges during critical review stages.