The "Minutes" page
Capture every meeting in one place, keep the agenda, notes and attachments together, and turn the decisions that come out of a meeting into tracked work without ever leaving the minute.
Taking meeting notes has never been this tidy. The Minutes page lets you store, search and organize every minute your project produces, from a quick stand-up to a full steering committee. Each minute keeps its own agenda, attendees, notes and files, and when an action item comes out of the meeting you can spin it straight into a tracked To-do in RAID, with the two staying linked from that point on.
The Minutes page at a glance
Open the Minutes tab inside any project. Every minute appears as a card showing its title, meeting date, a status badge (Draft or Filed), the owner's avatar and, where they have been added, the attendees and regrets. A folder tree on the left lets you group minutes into folders so a long project history stays manageable, and the controls in the top corner let you sort, lock and read the page legend.
The Minutes board: each meeting is a card, organized into folders, with Draft and Filed status badges.
Finding a minute
Use the Search box to look across every minute by content, not just by title, so a phrase mentioned in someone's notes six months ago is still findable today. For a more precise search, click the three dots on the search bar and filter by category. Every minute that contains a line tagged with that category will surface, and you can select several categories at once to narrow the results further.
Folders keep things organized. Create folders in the left-hand tree and drag minutes into them, for example one folder per phase, per workstream, or per meeting cadence. Folders are purely organizational, they do not change anything about the minutes inside them.
Creating a new minute
Click New Minute to open a fresh minute. A minute is organized into two columns. On the left you capture the substance of the meeting; on the right you record who was there and when.
- Agenda — the topics planned for the meeting. Lay these out before the meeting so everyone arrives prepared.
- Meeting Notes — the running record of what was discussed, decided and assigned during the meeting.
- Attachments — drop files straight onto the minute or click to upload, so slide decks, screenshots and supporting documents live alongside the notes.
- Details — the Owner, the Attendees who were present, any Regrets (those who could not attend), and the meeting Date.
Inside a minute: agenda, attachments and notes on the left, meeting details on the right.
Categories on each line
For sharper search and tighter organization, any line in a minute can be assigned to a category. Categories are what power the cross-platform automation: they make a minute searchable by topic and let the platform understand what a given line is about. Assign categories thoughtfully as you write and your minutes become a searchable knowledge base rather than a pile of loose notes.
Filing a minute
While you are still working, a minute sits in Draft. When the meeting is wrapped up and the notes are final, file the minute. Filing locks the record as the agreed account of the meeting and flips its badge to Filed. If a correction is needed later, a filed minute can be re-opened and edited, then filed again, and the panel shows when it was last filed for a clear audit trail.
Turn a meeting into action: Add To-do
Most meetings end with something that needs doing. Rather than retyping that action somewhere else and hoping it gets picked up, you can create it directly from the minute. In the minute panel, click Add To-do.
Completix immediately creates a To-do in the project's RAID log and opens it for you, so you can fill in the details in the same flow. The new To-do is named after its minute, in the form Minute-[minute title], which makes its origin obvious at a glance in the RAID. From there you set the owner, due date and any checklist items exactly as you would for any other To-do.
The minute and the To-do stay linked
This is the part that keeps everything honest. Once a To-do has been created from a minute, the two are linked for good. Go back into that minute and the Add To-do button has become Edit To-do. Clicking it reopens the very same To-do in RAID, so you can update progress, reassign the owner or change the due date without hunting for it. There is no second, disconnected copy, the minute always points at the live work item.
After Add To-do: the button on the minute becomes Edit To-do, reopening the linked To-do in RAID whenever you need it.
Because the two stay connected, the decision captured in the meeting and the work to deliver it never drift apart. Anyone reviewing the minute can jump straight to the live To-do to see whether the action is done, and the To-do behaves like any other item in RAID once it is created.
Where the To-do lives. A To-do created from a minute is a normal RAID To-do, so it shows up everywhere RAID items do: in the RAID board and table, in Summary views, on the Status report when relevant, and in each assignee's personal work list.
Minute statuses
A minute's badge tells you where it stands at a glance.
| Status | What it means |
|---|---|
| Draft | The minute is still being worked on. Notes can be added or changed freely, and the meeting record is not yet final. |
| Filed | The minute has been finalized and locked as the agreed account of the meeting. It can be re-opened and edited if a correction is needed, and the filing date is recorded. |
Tips for getting the most out of Minutes
- Write the agenda first. Filling in the Agenda before the meeting keeps the discussion on track and gives you a ready-made structure for your notes.
- Tag lines with categories as you go. A minute tagged by category is searchable months later and unlocks the platform's automation, so it is worth the few seconds at write time.
- Create the To-do in the meeting. Click Add To-do the moment an action is agreed, while owners and dates are fresh, rather than reconstructing them afterwards.
- File promptly. Filing a minute soon after the meeting locks in an accurate record while memories are sharp and signals to the team that the notes are final.
- Use folders for long projects. Group minutes by phase or cadence so the board stays readable as the project history grows.
