How to take meeting notes that really work

As a doctor, educator, and administrator, I attend a lot of meetings. That means taking lots of meeting notes and, after those meetings are over, making sure that all of the action items we’ve decided on get done. Over the years, I’ve tried many different ways to do so.

For ages, I regularly hauled my MacBook Pro along with me, and relied on a variety of apps to capture notes and to-dos. Next, I transitioned to taking handwritten notes with the Livescribe Echo smartpen; that pen translated my scrawl into computer-readable graphics. But—true to the physician stereotype—I have awful handwriting, and my notes were illegible. To make matters worse, that workflow offered me no good way to hand over my action items to OmniFocus, my task manager of choice.

Finally I hit upon an effective workflow: Using an iPad coupled with a Zagg Folio keyboard, I take notes that are immediately available on all my other devices in a format I can search quickly, and to-do items get into OmniFocus almost seamlessly. Here’s how it works.

Taking notes

For starters, I have two note-taking apps on the iPad (and iPhone): Drafts and Notesy.

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