Easy Tech TutsHow to Use Smartsheet Templates With Meeting Agenda & Action Items Easily 2026
By Impran M N
Turning meeting notes into actual accountability starts with the right structure. Smartsheet's Solution Center offers a ready-made Meeting Agenda & Action Items template you can customize with owners, deadlines, and automated reminders. This guide walks through deploying and configuring it.
01Find the template in the Solution Center
Navigate to the Smartsheet Solution Center and search the template repository for meeting tracking setups.
02Deploy the template
Launch the Meeting Agenda & Action Items bundle and organize it inside your active workspace directory.
03Customize your columns
Map your meeting minutes, discussion topics, and target delivery dates into the grid.
04Assign owners with Contact List columns
Configure a Contact List column type to assign specific action items to team members.
05Automate reminders and track status
Set up workflows to email reminders as due dates approach, and use RYG status balls and Sheet Summary counters to track overall completion.
Frequently asked questions
Where do I find the Meeting Agenda & Action Items template?
It's available in the Smartsheet Solution Center, which you can search directly from your workspace.
Can I assign action items to specific people?
Yes, a Contact List column type lets you assign owners and enables resource tracking on action items.
Will people get reminded automatically before deadlines?
Yes, automated workflow recipes can email team members reminders as their action items approach the due date.
How do I see overall progress at a glance?
RYG status health balls and Sheet Summary counters give you a quick view of completion rates without digging through rows.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
