Do you know you should write notes when an activity is going?

During meetings, there is a lot of communication between you and the client. It is very hard to keep the entire conversation in your head; hence it is very important you take notes. Notes must be short but descriptive enough so that you can remember what the conversation was all about and what tasks were created during the meeting.

It is also very important that you use appropriate tools e.g. Microsoft Loop, Microsoft OneNote, Trello, Microsoft Word etc and avoid tools like Notepad.

The best tool for taking notes will depend on what sort of activity you are doing. If you are making a straightforward document, Loop will suffice. However, if the activity involves creating a lot of new tasks, it might be worth using Trello to take your notes. Trello allows for the creation of multiple lists (such as "To do", "In progress", and "Done") and has an easy drop and drag interface to reorganise work items as required. It also allows for comments on any item created, and you can tag people so they are associated with items. That way each new task can be created, organised and assigned immediately. You can invite team members and clients to the board so everyone is on the same page with regard to progress and outcomes.