Obsidian Meeting Notes Template: Team, 1-on-1 and Client Call Pack

Meeting notes have a short shelf life: a week later, nobody re-reads the note — they search for what was decided and who owed what. This Obsidian meeting notes template is built around that fact. It packs three ready-made formats — team meeting, 1-on-1 and client call — that share one structure, so a Dataview dashboard can pull every meeting, grouped by project and type, and every unfinished action item onto a single page.

What's inside the meeting notes template for Obsidian

The zip is a small working vault, not a loose Markdown file:

• Templates/ — Team Meeting, 1-on-1 and Client Call, each with structured frontmatter (type, date, project, attendees) and the same four sections: agenda, notes, decisions, action items.
• Meetings/ — four filled-in example meetings from one coherent consultancy project, a client portal build for an insurance client named Brightleaf: a kickoff, a 1-on-1, a client call and a sprint review, spanning 2026-05-04 to 2026-06-01.
• Meetings Dashboard — Dataview rollups: recent meetings, meetings by type, by project, and all open action items grouped by the meeting they came from.

The examples exist so the dashboard renders populated on first open. Delete them once you have a few meetings of your own.

Meeting notes in Obsidian that feed one dashboard

The conventions are deliberately strict. type is one of three exact values; project is a short label spelled identically across meetings, because the dashboard groups by it. Before a meeting, create a note in Meetings/ named YYYY-MM-DD Topic and insert the matching template. During it, write only in notes, decisions and action items. Afterwards, spend one minute giving each action item an owner and a date. Decisions get their own section on purpose: that is the part people actually come back for.

Action items are written in the Tasks plugin's due-date syntax. The dashboard only needs the checkbox part, but the format means a line written in a meeting note can be dropped into a GTD system running the Tasks plugin — like our GTD task vault — and it gets picked up as a scheduled task unchanged.

Plugins the meeting notes pack uses

Dataview is the one required community plugin; without it the dashboard is a blank page, though the templates and notes work fine. The core Templates plugin ships enabled and pointed at Templates/. Templater is optional: the templates use core-Templates variables for date and title so they work out of the box, and Templater users can swap in dynamic commands.

Install the meeting notes template

Download the zip, unzip it, and choose Open folder as vault in Obsidian. Enable Dataview, open the dashboard in reading view, and every section should already be populated by the examples. The same vault lives on GitHub if you prefer to clone it. New to inserting templates, or unsure when Templater earns its keep? Core Templates vs Templater covers both, and the meetings and work templates category lists the neighboring downloads.