Meeting minutes are a vital part of any [effective meeting](https://wedo.com/blog/6-tips-for-conducting-an-effective-team-meeting). They serve as a written record of a meeting, detailing the key discussions, decisions made, and the action items assigned. Whether you're attending board meetings, company-wide discussions, or project updates, having accurate and efficient minutes ensures everyone is on the same page.

But how can you ensure that your notes are clear, concise, and effective? In this blog, we'll guide you through how to write minutes of a meeting with practical tips that will save you time, improve accuracy, and help you create a reliable meeting minutes template for future use. 

Plus, we will show you how with collaborative tools like WEDO, writing your minutes becomes even easier.

## What are meeting minutes?
Let’s start from the beginning. What do we consider as meeting minutes? Minutes are a summary of the exchanges and discussions observed during a meeting, as well as the decisions made and actions taken. 

A meeting is considered successful when it is followed by meeting minutes that are quickly distributed containing all the key information: what was discussed, who did what and when, as well as the tasks that resulted from the decisions. The meeting minutes specify:


- Attendees
- Absentees (as well as those excused)
- The place of the meeting
- The date and time of the meeting


Each item discussed should include:
- Presenter
- A summary of the main discussions
- Decisions made
- The tasks delegated during the meeting, assigned to specific people, with a deadline if possible.

![Key elements for meeting minutes, including attendees, location, date, presenter, tasks delegated, decisions made, and absentees.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_meeting_minuts_key_elements_en_5564dfb8ef.png)

## The important role of the editor
The editor plays an important role in the success of the meeting. Often, this person in charge of preparing the meeting is also responsible for writing the minutes and distributing the final version to all participants. 

Therefore, the writer must possess several qualities: precision, systematism, ability to listen, speed, and organization are all essential assets for the meeting to be well-conducted from its preparation to its conclusion. Having a meeting agenda fresh in your mind before the meeting can also improve the efficiency of writing the minutes.

### 1. Prepare your agenda
For a meeting to be optimal, it is of course necessary to devote a significant amount of time to its preparation. Therefore, the writer, supported by the organizer, must prepare the meeting agenda conscientiously while keeping the objectives in mind. 

The meeting agenda allows the participants to review the topics to be discussed in advance. During the meeting, whether face-to-face or by video conference, the points will be discussed in chronological order, which is why the agenda must be designed with this in mind beforehand. 

To facilitate the conduct of the meeting, the writer should add paragraphs and files to the agenda, to provide sufficient documentation and make it accessible to the participants. A carefully prepared agenda will promote an efficient and operational meeting!

### 2. Check the agenda before the meeting
Ideally, the agenda should be prepared collaboratively. Each participant should be able to contribute to the agenda item for which they are responsible. If you do this in your organization, the writer should check the content of the agenda before the day of the meeting. This way, they will have a clearer understanding of the meeting notes and will be able to optimize the writing of the minutes.

### 3. Sum up the essence of the discussions
To ensure that the meeting minutes are both clear and understandable, the writer must demonstrate an ability to condense complex discussions into concise summaries. It's important to capture the core points of each conversation while avoiding unnecessary details that could clutter the meeting notes. Strive to balance brevity with clarity so that even those who were not present can easily grasp the key takeaways and decisions made by reading the written record of the meeting.

When summarizing, focus on the major talking points and action items that emerged. This includes highlighting who presented each topic, the critical points of discussion, and any resolutions or decisions made. Avoid including word-for-word exchanges, as this can lead to confusion and excessive length. Instead, aim to provide a clear and organized summary that guides readers through the meeting logically.

### 4. Write systematically
A systematic approach to writing the minutes can greatly improve the quality and efficiency of your report. By following a structured format, you ensure that the most important details are captured and presented clearly. This helps you stay organized during the meeting and makes it easier for others to review the meeting minutes afterward.


For example, you could compose each of your points in the following way:

- Add paragraphs to capture the discussion.
- Highlight decisions made during the meeting.
- List the tasks arising from the decisions, assigning each action item to individuals with deadlines if possible.

By keeping this consistent structure in mind, you can create a clear and comprehensive record of the meeting. This approach ensures nothing important is missed, avoids confusion, and enhances accountability among the participants. It also makes the minutes easier to reference later, saving time and improving productivity.

![Systematic approach to writing meeting minutes, including recording attendees, listing tasks, assigning responsibilities, and noting deadlines.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_meeting_minuts_systematic_approach_en_1c97292299.png)

### 5. Highlighting decisions
As already mentioned, a key part of effective meeting minutes is making sure there is a written record of every important decision, and that they are clearly highlighted. After each major discussion point, review whether any decisions were made and ensure they are clearly marked in the meeting notes. 

This practice helps clarify what was agreed upon and prevents misunderstandings or delays in future actions. By emphasizing decisions, you make it easier for team members to track and follow up on key outcomes, improving overall efficiency and minimizing the risk of wasted time in subsequent meetings.

Remember, clear decision-making is the foundation of successful meetings, and your minutes should reflect this by making all key decisions easy to find and understand.

### 6. Define and delegate tasks during the meeting
Too often, at the end of a meeting, participants do not know what needs to be done and especially who is responsible for the action items to be taken. In order to make employees operational at the end of the meeting, make sure to clearly define the actions to be carried out from one meeting to the next. 

Also, make sure all the tasks are appointed to the correct members of the group - even if it means specifying all the people concerned by the task in question. If you can, also specify the due date so that the person in charge knows the deadline for completing the task. Clearly defined action items with specific responsibilities will ensure that everyone knows what is expected of them, reducing any chance of miscommunication and preventing wasted time or confusion [after the meeting ends](https://wedo.com/blog/follow-up-on-post-meeting-actions).

### 7. Make a summary point at the end of the meeting
This tip is for those who wish to make a "summary" point in order to facilitate the rereading of the minutes. This approach will also have the advantage of anchoring in the minds of the participants the important elements such as the major decisions that were decided upon. 

A final summary should focus on the most important decisions and any high-priority action items that require attention. Rather than reviewing every detail, emphasize the elements that will drive progress, preferably in a bullet-point format to ensure clarity and easy readability. Keeping the summary brief and to the point will make it more impactful, helping participants stay aligned and prepared for future discussions.

### 8. Proofread and correct the minutes quickly
We don't have to specify how essential it is to reread the minutes at the end of the meeting. While it can sometimes be tedious, it is best to do it directly after the meeting. This way, the writer will still have the essence of the discussions in mind and will be able to provide accurate and efficient work.

Once it has been proofread, the minutes can be shared quickly with all the participants so that they are immediately operational. Those who are not present will be able to take note of the discussions and also carry out the actions for which they may be responsible.

## Quick reference: Key steps for better meeting minutes
Take a quick look at the visual below to see a summary of the 8 essential tips that will help you create effective and concise meeting minutes. 


![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_05_visual_8_tips_to_improve_your_meeting_minutes_2_1024x576_ad00334b94.png)

## Simplify Your Meeting Minutes with Digital Tools
After reviewing these 8 tips, you see the editor's job is not always the easiest one. While capturing effective meeting minutes can be time-consuming, there are digital tools designed to make the process easier.

Collaborative platforms like WEDO support you before, during, and after the meeting, allowing you to focus on what truly matters—the meeting's success. With WEDO, you can create your minutes in real-time, ensuring that no important detail is missed. Its user-friendly features allow you to easily organize content like paragraphs, decisions, tasks, and attachments.

One standout feature is WEDO’s powerful search tool, enabling you to quickly find what you need by searching through previous meetings, tasks, or files with just a few clicks. Say goodbye to spending extra time rewriting notes and enjoy [more efficient, productive meetings](https://wedo.com/features/meetings).
Ready to make your meetings more efficient? [Try WEDO today](https://wedo.com/signup) and experience the difference for yourself!

Learn 8 practical tips to write efficient meeting minutes, save time, and improve productivity with real-time collaboration tools like WEDO.

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8 Essential Tips for Writing Clear and Effective Meeting Minutes

A well-organized meeting doesn't just happen. It takes clear planning, defined roles, and active participation to ensure success. Whether you're hosting an in-person or virtual meeting, one of the most effective ways to improve [meeting effectiveness](https://www.forbes.com/sites/christinecomaford/2012/02/28/cut-the-b-s-and-get-to-the-point-the-only-2-communication-types-that-drive-results/) is to assign roles ahead of time. By doing so, every meeting participant knows their responsibilities, the meeting stays on track, and decisions are made efficiently.

In this blog post, we’ll explore the 4 key roles that can help you manage the meeting process, from preparation to follow-up, ensuring a smooth and productive outcome.

## Assigning roles before the meeting
At the end of a meeting, it’s common for participants to question the meeting’s real purpose or outcome. Poor preparation, lack of structure, poorly defined objectives, and a lack of general commitment are all causes that can compromise the success of your meeting.

Assigning roles in a meeting beforehand ensures each team member is prepared and focused, helping improve meeting effectiveness and establish a strong meeting culture. As is too often imagined, the involvement of participants is not limited to the day of the meeting. To ensure the effectiveness of the meeting, participants have a role to play before, during and after the meeting.

## The 4 key roles
### 1. The organizer: a facilitator
To ensure your meeting's success, you should appoint an organizer who is responsible for the entire meeting process. The meeting organizer sets the agenda, defines objectives, sends out the meeting invitation, and communicates the meeting’s purpose and expectations to all participants.

During the meeting, they act as the meeting leader, facilitating discussions, keeping everyone on track, and making sure objectives are met.  Their key qualities? The facilitator is organized, communicates with ease and knows how to set realistic objectives.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_04_organizer_wedo_2021_1024x576_a81c3d4795.png)

### 2. The editor: secretary of the meeting
The editor plays one of the main roles by documenting everything that happens during the meeting. They capture the meeting notes, recording key discussions, action items, and decisions. Basically, they feed the content and keep the participants informed. Therefore, it’s important for the editor to be attentive, concise, and systematic, ensuring nothing important is missed.


![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_04_editor_wedo_2021_1024x576_bc83b2b1fd.png)

### 3. The timekeeper
Appointing a timekeeper ensures the meeting stays on track by monitoring the schedule and reminding the organizer if discussions are going over the allotted time. The timekeeper works with the organizer to define the time allocated for all agenda items, ensuring the meeting runs efficiently without exceeding the scheduled meeting time.
Therefore, the meeting organizer must define the total time of the meeting beforehand, or better yet, define the time allowed for each point. However, the time keeper will not have any particular role to play after the meeting; they will only be required to read the minutes carefully, just like the other participants.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_04_time_keeper_wedo_2021_1024x576_7b6fcb4177.png)

### 4. The participants, prepared and proactive
All meeting participants must come prepared, stay engaged, and actively contribute. They should be familiar with the meeting agenda and ready to ask questions, provide feedback, and take on assigned tasks. Active participation from all attendees ensures that the meeting runs smoothly and achieves its goals.


![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_04_participants_en_wedo_2021_1024x576_cb65ecaf87.png)

## Coordinating roles for effective meeting flow
Each of the four key roles plays a critical part before, during, and after the meeting. Before the meeting, it's essential to prepare and share the agenda items with the team to ensure everyone is aligned and ready. Clear communication from the meeting organizer ensures that participants are well-prepared, improving both the quality and [duration of the meeting](https://wedo.com/blog/how-to-limit-the-duration-of-a-company-meeting).

During the meeting, the meeting editor should take notes, record decisions, and track action items in real time, adding them directly to the agenda. This approach saves time and ensures that no important points are overlooked.

After the meeting, participants should have immediate access to the meeting notes to review their assigned tasks. This organized process enables smooth follow-up and helps maintain meeting effectiveness for future sessions.

### Before the meeting
#### The Organizer
The meeting organizer schedules the time, date, and agenda for the meeting. They make sure all team members are informed and prepare accordingly. The organizer also ensures that each agenda item is clearly defined and that only the necessary meeting participants are invited.

#### The Editor
In collaboration with the organizer, the editor helps prepare the framework, agenda, and any supporting documents that will be needed. By sharing all the necessary documents in advance, the participants are more prepared, leading to a [more productive team meeting](https://wedo.com/blog/6-tips-for-conducting-an-effective-team-meeting).

#### The Timekeeper
The timekeeper works with the organizer to define the time allocated for each agenda point, ensuring the meeting runs efficiently without exceeding the scheduled duration.

#### The Participants
All team members should familiarize themselves with the meeting agenda ahead of time. This allows them to engage fully in the meeting and reduces the chance of needing clarification afterward. Participants who are presenting or leading a discussion should also prepare their agenda items in advance.

### During the meeting
#### The Organizer
During the meeting, the meeting organizer plays a key role as the meeting leader. Their first priority is to ensure the agenda items are respected and to prevent any distractions that could derail the meeting or prolong it unnecessarily. At the start, the meeting organizer should remind all participants of the meeting's purpose, so everyone feels involved and knows what the goals are.

In most cases, the organizer also assumes the role of facilitator, ensuring the discussions stay focused and productive. It’s important to maintain control of the conversation, making sure debates don’t go off-topic and that every team member has the opportunity to express their opinions on the subject at hand. The goal is to create a positive environment that encourages constructive discussions.

To improve meeting effectiveness, the organizer works closely with the editor throughout the meeting. This collaboration ensures that key points, decisions, and action items are accurately captured and recorded. The organizer ensures the editor has enough time to summarize discussions and properly document the decisions made.

At the end of the meeting, the organizer should remind all participants of the major decisions made and emphasize the next steps. Key follow-up questions should be addressed: Should the date of the next team meeting be set? Is each meeting participant aware of their tasks and responsibilities? The goal is to ensure effective follow-up and maintain accountability from one meeting to the next.

#### The Editor
During the meeting, the editor is responsible for taking clear and concise meeting notes. They have to capture the essential points without going into unnecessary detail and not to lose the flow of the discussion. While exact formulations can be refined later during the proofreading phase, the priority is to accurately document the decisions and action items agreed upon in real-time.

The editor also plays an important role in assigning tasks that result from these decisions. Once a decision is made, the editor makes sure it’s recorded, along with any action items assigned to specific team members, ensuring there is clarity on responsibilities and deadlines.

#### The Timekeeper
The timekeeper monitors the meeting schedule, keeping a constant eye on the clock to ensure that the allotted time for each agenda item is respected. If necessary, the timekeeper discreetly informs the organizer that time is running out. The meeting facilitator can then decide whether to shorten the discussion or move toward a decision, keeping the meeting on track.

At the end of the meeting, the timekeeper announces the conclusion of the meeting schedule and ensures that the session wraps up on time, improving the overall meeting experience.

#### The Participants
Too often, meeting participants are distracted, checking their phones or losing focus. In any team meeting, it’s essential to be fully attentive, especially when important decisions are being made. Participants must be aware of the meeting's objectives and contribute to the discussion to help achieve those goals.

Each meeting participant should engage in the conversation, listen carefully, and offer insights when appropriate. At the end of the meeting, participants should also feel comfortable asking questions to clarify any tasks or responsibilities assigned to them. Being clear on next steps ensures that everyone knows what to do to ensure success between meetings.

### After the meeting
#### The Organizer
After the meeting, the meeting organizer ensures that all assigned action items are completed and that no meeting participants are facing difficulties that could hinder their progress. The meeting leader works closely with the editor to ensure that the meeting notes and minutes are [accessible to everyone](https://wedo.com/blog/8-tips-to-improve-your-meeting-minutes).

By distributing the minutes promptly, the organizer ensures that all team members can review the content, stay aware of their tasks, and meet upcoming deadlines. This process supports an effective follow-up and contributes to improved meeting effectiveness for future sessions.

#### The Editor
After the meeting, the editor reviews the live notes to refine, format, and correct them if needed. The goal is to ensure that the discussions and decisions made during the meeting are as clear as possible.
Once the minutes are validated, the editor ensures that any supporting documents or files are available to participants. The finalized meeting notes are then distributed to all team members for reference.

The minutes must be detailed and precise, especially for those who were not present at the meeting or for external stakeholders who need to understand the meeting’s outcomes. A clear, well-organized transcript promotes effective communication within the team and makes planning for the next team meeting more efficient.

#### The Participants
Within 24 hours of receiving the validated minutes, each participant should carefully review the meeting notes. Reading the minutes while the meeting objectives are still fresh in mind makes it easier to recall key discussions and responsibilities. Each participant must then ensure they have noted [all the tasks assigned](https://wedo.com/blog/organization-4-steps-to-improve-the-management-of-your-daily-tasks) to them and commit to meeting the deadlines, particularly if tasks need to be completed by the next key meeting.

If necessary, participants should not hesitate to seek assistance from their managers to make sure that all objectives are achieved within the agreed timeframe. It’s important to remember that asking for help is a proactive step toward ensuring success and maintaining productivity.

## The importance of preparation for a successful meeting
As we've seen throughout this article, clear meeting roles are essential for running an efficient meeting. The preparation phase lays the groundwork for success. By defining objectives, inviting the right team members, assigning roles, and carefully organizing the meeting agenda and timing, you ensure that your meeting is productive.

While we’ve covered 4 key roles, other roles like the decision-maker or mediator can be added based on your organization’s needs. The important thing is that each meeting participant understands their role and how they contribute to the meeting's success. It's a shared effort—organizing a meeting is not solely the meeting organizer's responsibility. By embracing this approach, your company meetings will run more smoothly and effectively.

Using tools like WEDO can help simplify this process. With WEDO, you can collaboratively prepare your meetings, write meeting notes in real time, and track tasks assigned during the meeting.


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Whether you are organizing or participating in a meeting, you have a role to play in ensuring its effectiveness. It is clear that a meeting that involves and engages all participants will be successful. Ensure that your objectives are met by defining 4 key roles that will guarantee the optimal organization of your meetings.

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4 Key Roles for Meeting Effectiveness

In 2020, companies have had to adapt to the practice of remote working. Today, many organizations are alternating between remote and on-site work. This new way of working brings some challenges to organizations. In many cases, an internal reorganization seems to be a necessary step in order to strengthen team building and to put all employees on the same page. What are the best practices to ensure good internal organization while promoting effective team involvement? Here is our advice.

## Maintain the use of the new digital tools

In many cases, the adoption of new technologies and communication tools has had to be implemented in a rushed process. It is therefore time to leverage these investments in order to ensure the sustainability of solutions that facilitate internal organization. Collaborative tool, video conferencing system, internal chat platform, all these solutions contribute to the team spirit whether they collaborate face-to-face or remotely. Try to maintain the use of these tools, which all contribute to the emergence of a collective intelligence that will help you achieve your professional objectives. In addition, some tools also allow you to collaborate with people outside your organization, which again represents a significant advantage brought by digital solutions. However, the idea is not to multiply collaborative tools, but to select them according to the internal needs of each organization. With WEDO, in addition to internal collaboration, you can also work with external users to share meetings and tasks through collaborative workspaces.

If you haven't yet decided on a collaborative solution, it may be time to take a look at it to enable your teams to collaborate and communicate effectively in any situation. With WEDO, you can prepare your team meetings, write minutes in real time and track assigned tasks from one meeting to the next. The ideal solution for all teams that alternate between office life and remote work.

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## Encourage more remote work

This period has shown us that working from home is an alternative that has definitely advantages. Of course, working in a group encourages individual efforts, but thanks to the adoption of tools that allow optimal communication at a distance, it is clear that this team cohesion can be maintained with the help of adapted digital solutions. The distance between colleagues is therefore no longer necessarily a hurdle to good collaboration. Videoconference meetings have become standard and are now an alternative to face-to-face meetings. The trick will be to find the right balance between remote working and days at the office. In this perspective, it would be interesting to consult the opinions of employees in order to take into account their experience. Once again, internal communication is essential to establish new working practices and methods. As this practice is new for most employees, it is important to discuss and question the system put in place in order to readjust and improve it if necessary.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_02_temoignage_stephanie_robert_nicoud_en_2_1024x576_ef826fb3d3.png)

## Create templates for workflows

Remote collaboration has probably revealed some organizational weaknesses. Indeed, how to ensure the follow-up of work processes that require the participation of several colleagues when they work from home? It is difficult in these conditions to circulate a paper document for each person to validate the tasks performed. Exchanging information by email is not ideal for effective remote collaboration either. To access this collaborative dimension, it therefore seems necessary to use a dedicated digital solution.

With WEDO, the **Checklist templates** functionality allows organizations to create models of their recurring procedures to ensure collaborative monitoring of activities. Create a template for each procedure and then launch checklists each time they need to be performed. From the template, you can list a set of tasks, prioritize them, schedule them, and then delegate them to different people in charge. Thanks to the templates and checklists, it is very easy to collaborate with several people on the same workflow. All employees have easy access to the standard procedure and can follow the progress of each checklist in real time.

Would you like to learn more about this feature?

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For WEDO users who would like to explore this feature, please visit the [Checklist Templates](https://help.wedo.com/en/checklist-templates) and [Checklists](https://help.wedo.com/en/checklists) collections in our Help Center.

## Organize effective meetings

To avoid gatherings, virtual meetings will continue to be commonplace, perhaps even for employees working in the same location. Just like face-to-face meetings, virtual meetings must be carefully prepared to limit their duration. By preparing a short and complete agenda in a collaborative manner, you will limit the frequency and duration of video conference meetings, which can sometimes be tiring. Also, get into the habit of preparing agenda items to reduce the number of time-consuming distractions. The idea is also to keep track of discussions, even when they are virtual. So get into the habit of writing your minutes in real time to document and track discussions. WEDO is a solution that combines all these features with a task manager to make your teams operational and efficient right after the meeting. Each participant receives his tasks in his personal workspace and can consult the minutes of the discussions in just a few clicks. Give your teams the power to collaborate in the best possible conditions.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_02_temoignage_sandy_maillard_en_1024x576_1f63f0de65.png)

In 2021, more than ever, it is essential to make organizations agile by promoting collaborative work and collective intelligence, whether face-to-face or remotely. Tomorrow's managers must be able to bring their teams together to enable them to continue their activities in any situation. It is time to develop and establish a collaborative culture within organizations and digital solutions are there to facilitate this transformation.

Do you want to set up a collaborative tool within your organization?

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The health crisis has confronted organizations with many challenges. On an organizational level, it is now a matter of taking advantage of new technologies that were put in place in a rush and of capitalizing on a sustainable implementation to improve internal collaboration. Discover some tips to collaborate effectively face-to-face or remotely.

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How to deal with the organizational challenges that arise from the practice of remote work?

Ensuring good internal collaboration is sometimes a challenge. And when it comes to conducting team meetings remotely, everything becomes even more complicated if this practice is not in your habits. However, managing remote contacts and meetings can be very simple as long as you have the right collaborative tools and adopt good practices. 

Just because you can't meet your colleagues in a conference room doesn't mean you have to give up the conduct of your meetings. On the contrary, online meetings allow you to :

* Maintain the link with your teams even from a distance
* Ensuring the realization of your activities and projects in any situation
* Ensuring that decisions are made under all circumstances
* Keep a written record of oral exchanges, regardless of the communication system used.

We have analyzed for you a few tools that promote virtual collaboration. They all have the advantage of offering videoconferencing solutions that will facilitate contact and communication between members of your teams, especially when they work remotely.

## Zoom

_Zoom_ is a simple and intuitive video conferencing solution. Using a simple link, participants join a virtual room and take part in the meeting. The tool is interesting because it does not require any prior installation for all participants. Only the meeting organizer needs to create an account in order to generate a link for his colleagues to access the virtual room. The solution is free as long as your meeting has less than 100 participants. Due to the specific context related to COVID-19, _Zoom_ has temporarily waived the condition of its free plan that limited group meetings to 40 minutes. Another notable advantage of _Zoom_ is that it offers advanced screen sharing options.

It should be noted that the application is currently controversial in terms of data security and confidentiality. Without condemning it, it is rather a question of observing the measures that the _Zoom_ team will take to remedy the problems raised. The company's CEO, Eric S. Yuan, has already reacted to this in a press release available on their blog.

## Slack

_Slack_ is an ideal internal chat tool to ensure good remote communication. An intuitive solution favored by many start-ups and small businesses, it offers the possibility to create chat channels with several members of your team or to exchange privately with a particular colleague. You can also organize audio calls or videoconference meetings involving several members. The solution also offers the "screen sharing" feature to animate your virtual meetings.

## Microsoft Teams

_Teams_, owned by Microsoft, is a solution equivalent to Slack. This tool also provides functionality for online meetings and has the advantage of being part of the Office 365 suite. The solution also includes a high quality screen sharing system. Currently, the limit on the number of participants in a video conversation has been removed in order to open up access to the platform.

## Skype

_Skype_, another tool offered by Microsoft, is ideal for small organizations. From the application, you can generate a call link to invite participants. They will be able to join the call via this unique link. The advantage? The tool is easy to use and free of charge. With _Skype_, you can also share your screen to show your work documents to other participants.

## Whereby

_Whereby_ also allows you to create a virtual room in just a few clicks to ensure that your meetings run smoothly. Simply share the link with participants to access the videoconference. The solution is free for up to 4 participants and also allows screen sharing. No download is required, you can access _Whereby_ via a web version. For large teams, there are pro and business versions.

## Jitsi

_Jitsi_ also offers a flexible videoconferencing solution with an integrated screen sharing system. The tool is completely free of charge, does not require the prior creation of an account and guarantees high audiovisual quality. To create your virtual room, simply generate a URL and share it with all participants. The strong point of _Jitsi_? The solution is Open Source and can be hosted anywhere. In Switzerland, _SWITCH_ and _Infomaniak_ offer Jitsi hosting so that you can ensure the confidentiality of your data.

In the end, whatever solution you choose, it’s mostly about following a few rules to ensure the efficiency of your online meetings:

1. Prepare documentation to brief your team on how to conduct the online meeting, especially if your team has not yet mastered the videoconferencing system.
2. Do some tests with your colleagues before the D-Day to make sure you master the tool you have chosen.
3. Clearly define the objectives of your meetings and systematically prepare a clear agenda in order to provide a common thread for future digital exchanges.
4. Set a meeting time beforehand and make sure to stick to the schedule.
5. Invite all participants to activate their webcam during the videoconference in order to bring virtual exchanges to life and improve everyone's engagement.
6. Share your screen as soon as you refer to a working document in order to put everyone on the same page.
7. Respect each person's speaking time and speak in turn to ensure the quality of the discussions.
8. If necessary, record oral exchanges to facilitate reporting (many video tools offer this feature).
9. Write a record of the discussions, highlighting the decisions made to ensure that activities are followed up.
10. Make sure that the tasks arising from the video meeting are clear and specify their respective deadlines if necessary.

To facilitate and guarantee the effectiveness of your remote meetings, opt for a meeting management tool that you will use as the main medium for your videoconference exchanges. This way, you will be able to share your agenda and all the necessary working documents with the participants while maintaining visual contact with them, as if you were all together in one room! Your virtual meetings can also be real moments of exchange and conviviality :-)

Do you want to increase the efficiency of your online meetings?

Find out how to use WEDO to prepare, conduct and monitor your meetings remotely.

::button-primary[Schedule a live demo]{link="/demo"}


There are multiple solutions that allow you to ensure your exchanges in videoconferencing. Through this article, we offer you a comparison of 6 tools to help you select the one that best meets your needs and expectations. As a bonus, discover some practical tips that will guarantee the efficiency of your digital discussions. Collaborate efficiently, even at a distance!

This image outlines six videoconference solutions for bringing your team together virtually, shown with a monitor displaying multiple participants and a webcam on a pink background

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6 videoconferencing solutions to bring your team together virtually

The causes of an ineffective meeting can be multiple: poor preparation, repetition, lack of commitment from the participants, poorly defined objectives, sterile debates, endless discussions that do not lead to any decision making... so many disappointments that weaken the productivity of your work teams. 

But how can we overcome the scourge of unproductive meetings? The solution lies in the implementation of simple practices that are, to say the least, essential to the smooth running of a working session. 

## 1\. Invite participants to prepare in advance by collaborating around the agenda

To begin with, all agendas for your meetings should be set and circulated in advance. A meeting is only effective if all participants are willing to contribute to the discussion. As a team leader, invite participants to prepare their contributions in advance to ensure the quality of future discussions. The best way to achieve this goal is to start by creating a common agenda that is accessible and modifiable by all team members. This will reinforce the engagement of the participants during the meeting since they will have contributed to its elaboration beforehand. Empower your teams by giving them a voice!

In addition to making your meetings more productive, working together to prepare for your meetings will be a first step towards a more inclusive internal culture. As a team leader, be sure to value everyone's ideas and contributions. Meetings are the ideal place to shape, grow and communicate your corporate culture.

With WEDO, create your agenda and invite your colleagues to contribute to the different items with the appropriate content (files, paragraphs, private notes...). This way you can collaborate on the preparation of your next team meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_1_meeting_agenda_wedo_1024x575_ae325113b3.png)

 Would you like to create collaborative agendas for your meetings? 

::button-primary[Schedule a live demo]{link="/demo"}
::button-primary[Try WEDO for free]{link="/signup"}

## 2\. Ensure that everyone takes part in the discussions and respect everyone's speaking time.

On the day of the meeting, the initiator of the meeting must assume the role of "facilitator" by encouraging free exchange among participants. Be attentive to interactions by keeping a critical and constructive eye. It is also a matter of controlling the dynamics of the meeting while keeping the initial objectives in mind to ensure that they are achieved. Sometimes, one speaker can take precedence over more introverted others. To facilitate exchanges, make sure that everyone is able to give his or her opinion. Create a pleasant atmosphere for constructive and caring discussions among your team members.

What to do concretely when one or two people dominate the conversations?

* Go around the table to ask the opinions of the more discreet participants.
* Be aware of interruptions: if someone is interrupted, make sure they can finish what they are saying.
* Promote a caring environment by reminding that everyone's contribution is essential and that there are no "stupid" ideas or questions.

This environment will be conducive to generating ideas, making decisions and building stronger relationships to move forward together towards common goals.

Ineffective meetings are often characterized by their lengthy duration. If you can't manage to limit the time each person can speak, you will lose valuable time. Keep in mind that bringing a group of employees together in the same room represents a significant cost to the company.

Creating an agenda is the first step towards respecting your employees' time. It will help you stay focused on the purpose of the meeting while avoiding unnecessary digressions.

The second step is to highlight the importance of punctuality. If a participant tends to be late for team meetings, give them your comments as an aside.

Finally, respecting everyone's time also means being able to recognize when a meeting must be cancelled or shortened. If most members are absent or agenda items have already been dealt with at another time, don't monopolize your team's precious time and let them focus on their priorities and possible upcoming deadlines.

## 3\. Take a moment to review the work that has been done and ask questions about constraints and concerns.

As a leader, take the time to recognize the work done by your team during your meetings. Plenary encouragement will enhance the value of the whole group by providing a positive and constructive dynamic. In addition, this practice will have the advantage of subtly showing the way to those who have not worked according to your expectations. Public praise will encourage them to follow the example of what has earned your recognition.

However, make sure that you adapt to everyone's personality. While most people like to be publicly praised, some people may not like public recognition.

Alternatively, invite the rest of the group to give their opinion. You may wish to include a section dedicated to participant feedback in your agenda item list. This is a great way to encourage employees to recognize the work of their colleagues. Acknowledging the work done by your team will lead to a productive dynamic while creating strong group cohesion.

Due to poor communication, the front-line problems of an organization may not be known to management. To avoid this, hold bilateral meetings as well as team meetings to ask colleagues about blockers that could prevent them from doing their jobs.

As a team leader, valuing transparent communication will create an environment that is conducive to problem solving. If your employees are confident, they will dare to talk openly about the obstacles they encounter in their daily work. Together, you will be able to solve them in order to reach the objectives set. So invite your colleagues to talk about their concerns: at your team meetings, go around the table regularly so that everyone can express themselves freely and honestly.

## 4\. Establish efficient monitoring of activities

Follow-up actions are probably the most important part of your team meetings as they will help you achieve your goals. At the end of the meeting, your team members need to be clear about what is expected of them. It is a matter of answering the famous question of "who does what and for when". You don't organize meetings just to discuss various subjects: the main goal is to give substance to concrete actions. The follow-up to the meeting must therefore be treated with as much attention as its preparation. At the end of the meeting, already think about the next one in order to ensure an effective follow-up.

What is the best way to ensure effective monitoring of operations?

One of the most effective methods is to make a clear note after each topic discussed in the meeting of the tasks arising from it. Also think about directly assigning your tasks in order to get your team up and running as quickly as possible.

3 tips for writing clear and punchy tasks:

* Begin with an infinitive verb to suggest action
* Be as precise as possible! Think that the task must be understood by a third person.
* Assign a person responsible for each task and specify its deadline.

WEDO combines dynamic reporting with collaborative task management. Enter your tasks directly in meetings, delegate them to your colleagues and specifying their deadlines. Your team will be able to ensure the follow-up of operations at the end of the meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_2_assign_tasks_during_meeting_wedo_1024x575_6b9401c77f.png)

Would you like to create tasks directly during your meetings?

::button-primary[Schedule a live demo]{link="/demo"}
::button-primary[Try WEDO for free]{link="/signup"}

## 5\. Share the report with all participants.

To ensure the success of the follow-up process, make sure to distribute the minutes of the meeting discussions. Your team members should have quick access to support that they can rely on to complete their tasks. A team meeting will fail if participants are not clear about what they need to do after the meeting. To facilitate communication, it is essential to make sure that the minutes of your discussion are well presented: highlight the collective decisions and the tasks to be carried out. Make sure that important information stands out clearly so that it is retained by your colleagues. The record of your discussions will ultimately validate the relevance of your meeting in the eyes of the participants.

With WEDO, distribute reports to participants in just a few clicks directly from the platform.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_3_send_meeting_minute_to_assignees_wedo_1024x575_72b855da94.png)

## 6\. Seek input from team members about meeting organization

The opinion of your colleagues counts and will allow you to optimize the conduct of your meetings. If your team is convinced of the relevance of your meetings, it will be better able to deliver quality work. Nobody likes wasting time! Moreover, giving employees the opportunity to express their opinions will also help you develop an inclusive culture and ensure that all your meetings will be useful in the future. Ask your team members concretely what they think would make your meetings more effective.

Alternatively, at the end of the meeting, ask your collaborators to give your meeting a score of 1 to 3 :

* 3: this meeting is well organized and allows me to achieve my objectives.
* 2: the meeting is useful but its organization needs improvement.
* 1: I feel that I have wasted my time, this meeting was not useful to me.

Invite each participant to indicate how many points they tune with their raised fingers and quickly survey the room. Finally, ask the most sceptical participants to communicate the points of improvement they feel are necessary.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_end_of_meeting_aa13165fe0.gif)

Do you want to improve the conduct of your team meetings using a technological and easy-to-use tool? WEDO is the solution to make your meetings useful and efficient!

::button-primary[Schedule a live demo]{link="/demo"}
::button-primary[Try WEDO for free]{link="/signup"}

As a team leader, you are regularly called upon to organise meetings but are not convinced of their effectiveness? Rethink the organisation of your work sessions by observing a few key principles. Here are some tips that will improve the conduct of your meetings and the commitment of your teams. 

This image offers six tips for running a team meeting effectively, featuring a person presenting at a board on a coral background

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6 tips for conducting an effective team meeting

> When your workload becomes overwhelming, staying organized can feel impossible. How do you manage to stay positive and on top of your daily tasks when faced with a seemingly endless list of responsibilities?

It’s not always easy to know where to start. Rather than jumping in headfirst, take a moment to step back and plan. Organizing your day before tackling tasks is essential for reducing stress and boosting productivity. By breaking down your work, **writing a task list**, and **assigning tasks**, you’ll feel more in control.

But what’s the best way to do this? Follow these four simple steps to organize your day and **stay on top of your workload**.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_10_4_etapes_pour_mieux_gerer_vos_taches_au_quotidien_cba3791351.png)

## Step 1: Write down all of your tasks

Before prioritizing or planning, start by listing all your tasks. Check your emails, notes, and current projects to get a complete overview. This step helps you clearly define your workload and ensures you don’t miss any day-to-day tasks.

Create a task list that breaks down all your work into smaller, manageable parts. Whether it's long-term projects or short-term deadlines, seeing everything laid out will give you a clearer picture of your responsibilities. This helps you separate smaller tasks from bigger projects and organize them accordingly.

One of the easiest ways to improve task management is by using digital tools. Many task management platforms allow you to compile tasks and even set deadlines for each one. This helps you better understand the workload and ensures that nothing gets overlooked.

## Step 2: Prioritize your tasks

Prioritizing tasks is crucial for managing your time effectively. But how do you decide what’s important? Start by distinguishing between tasks that are urgent and those that are important—two terms that are often confused.

Dwight D. Eisenhower’s famous method, the [Eisenhower Matrix](https://www.forbes.com/sites/hillennevins/2023/01/05/how-to-get-stuff-done-the-eisenhower-matrix-aka-the-urgent-vs-the-important/), helps clarify this distinction. His quote, “What is important is seldom urgent, and what is urgent is seldom important,” is the foundation for this technique. The Eisenhower Matrix helps you categorize tasks into four groups:

**- Urgent and Important:** These tasks require immediate attention and directly contribute to your long-term goals. They should be addressed first.
**- Important but Not Urgent:** These tasks don’t need immediate action but are essential for your personal and work-related goals. Schedule them for later.
**- Urgent but Not Important:** These tasks need attention but don’t necessarily help you achieve your long-term projects. Delegate these whenever possible.
**- Not Urgent and Not Important:** Tasks that neither support your goals nor need to be completed soon. These can be deferred or moved to the bottom of the list.

The urgent but not important tasks represent tasks linked to the goals of other people (such as tasks to do in the context of a collective project). Hence, you can delegate them to third parties as much as possible. Tasks that are neither urgent or important can be moved to a sort of “suggestion box.”

These tasks are not essential at the moment, as they do not have a direct influence on your long-term goals, but they should still be kept in mind. The main idea is that tasks should be frequently reviewed, and their relevance should be analyzed to see if their status is changing. This makes it easier to stay on top of things, even when faced with many responsibilities.

![Eisenhower Matrix for task prioritization: do now, delegate, schedule for later, or defer/ignore tasks for better time management.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_eisenhower_matrix_en_6371fef608.png)

Knowing how to [manage daily tasks](https://wedo.com/blog/organize-your-telecommuting-days-by-managing-your-tasks-with-wedo) requires understanding which tasks are most critical to your personal and organizational goals. The better you become at sorting through priorities, the easier it will be to maintain focus and complete tasks efficiently.

## Step 3: Plan and schedule your tasks
Once you’ve identified which tasks are most important, the next step is to plan and schedule them. This involves setting clear due dates and organizing your tasks over days, weeks, or months, depending on the timeline for completion.

For all important tasks, try to set a planning date according to your time schedule. Use a [project management tool](https://wedo.com/features/project-management) or task management platforms to break down big projects into smaller tasks that can be completed over time. Start by organizing your week and allocating specific days to specific tasks. Having a clear schedule allows you to pace yourself and stay focused on what needs to be done each day.

Make sure to note both the due date and planning date—the planning date is when you’ll work on the task, while the due date is the final deadline. This approach helps with time management and ensures that you’re not rushing at the last minute.

In your work routine, you probably have tasks that recur. Recurring tasks can also be planned more efficiently by using task management tools that allow you to set reminders for daily tasks or long-term projects. Setting recurring tasks will help you manage your workflow smoothly.

A well-structured schedule not only helps you stay on top of tasks but also increases productivity by reducing last-minute stress. By assigning tasks to specific time slots, you can ensure that each one gets the attention it deserves.

![Four steps to organize daily tasks: write down tasks, prioritize, plan and schedule, and delegate and collaborate with team members.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_4_steps_en_49d238141c.png)

## Step 4: Delegate and collaborate
In your daily life, you are likely to collaborate and work in teams. And sometimes, the best way to manage your workload is by [delegating tasks](https://www.mckinsey.com/capabilities/people-and-organizational-performance/our-insights/for-smarter-decisions-empower-your-employees). Urgent but not important tasks, for example, are perfect for delegation. These may be tasks that contribute to a project’s progress but aren’t critical to your own responsibilities.

When you delegate tasks to team members, be sure to communicate clearly. Assign the task, set a due date, and follow up to ensure it’s completed on time. Collaboration tools can make delegation easier by allowing you to share tasks in real time and track progress. Make use of [project management software](https://wedo.com/features/project-management) to keep everyone aligned and working toward shared goals.

Delegating frees up your time for the tasks that require your personal attention, while also empowering your team members to take on more responsibility.

## Stay on top of your daily task list
Following these steps allows you to stay organized and [manage your time](https://wedo.com/blog/organize-your-telecommuting-days-by-managing-your-tasks-with-wedo) effectively. Avoid overloading yourself by overestimating how much you can complete in a single day. Instead, set clear, manageable goals and focus on completing tasks one by one. At the end of each day, take a moment to review your progress.

Were the tasks you planned completed? If so, it means you’ve set reasonable goals. If not, consider reducing the number of tasks on your daily task list to ensure you don’t overwhelm yourself. This regular review will help you refine your approach and increase productivity over time.

## Choosing the right task management tools
The good news is that you don’t have to do this all on your own. There are many [task management tools](https://wedo.com/features/tasks) and project management software available that can help you organize your tasks. These tools provide pre-made templates for task organization, making it easier to track progress, set deadlines, and ensure tasks are completed on time.

Look for a project management tool that fits your working style—something flexible and easy to use. These tools will allow you to assign tasks, set priorities, manage deadlines, and track progress in real time, helping you and your team stay on top of everything.

## Conclusion: Take control of your time
By following these four steps—writing down tasks, prioritizing, planning, and delegating—you’ll find it much easier to manage your workload. Staying organized helps you avoid unnecessary stress and allows you to stay focused on your goals. Whether it’s managing day-to-day responsibilities or planning for long-term projects, using the right tools and techniques will keep you productive.
Want to improve your task management process? Discover how WEDO can help you organize your work more effectively with our customizable tools for real-time collaboration.

Schedule a live demo today and start optimizing your workflow!

::button-primary[Schedule a live demo]{link="/demo"}

Discover how to manage daily tasks with these 4 simple steps. Learn how to stay organized, prioritize, and delegate your workload for better productivity.

This image outlines 4 steps to improve daily task management, shown with a checklist and pencil icon on an orange background

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4 Steps to Organize and Manage Your Daily Tasks at Work

Although meetings are integral to a company, there are many executives and employees who complain about their length being sometimes excessive. In January, a study conducted by Doodle[^1]  revealed that Swiss employees spent an average of 5 hours per week in meetings. So how can you improve the efficiency of meetings? 

An endless meeting is often the result of poor preparation. To save time during a meeting, there are a few steps that should not be neglected. The moderator, as well as the attendees, must contribute to the elaboration of the meeting in order to plan its frame and progress. The meeting agenda, which represents the discussion thread, needs to be established according to the goals of the meeting in order to stay focused. This will help employees progress efficiently without wasting time. 

## Before the meeting – a collective preparation 

### Ask yourself the right questions and set clear goals

> _According to the survey on meetings presented by Doodle, 72% of the interviewed employees think that a good meeting goes through clearly set goals!_

Before scheduling a meeting, key questions need to be addressed: 

**What is the purpose of the meeting?** The outcome of the meeting will serve as a guideline. This preliminary question will allow you to highlight the interest of the meeting for the attendees. 

**What are the main topics to address?** The following step is to define the topics to be addressed during the meeting to achieve the desired goal. These topics will be the items of the meeting agenda.

**Who are the people involved?** A meeting with a large number of presenters is likely to drag on. It is therefore important to gather only those who are directly involved in the topics, decisions and tasks to be performed. 

**What is the estimated time for the meeting?**  According to the number of topics to be addressed, try to estimate and set the duration of the meeting and stick to it on the day of the meeting.

### Establish an organized and clear meeting agenda

> _According to the survey on meetings presented by Doodle, 67% of the interviewed employees think that a good meeting goes through a clearly established meeting agenda._

**List the different items in the meeting agenda >**  A meeting agenda consists of a list of items that resume the topics to be covered during the meeting. The establishment of a precise meeting agenda will ensure efficiency and rapidity during the meeting and will thus avoid unnecessary digressions and off-topic debates. Depending on the topics to be addressed, you can build the frame of the meeting by choosing, for example, a list of points hierarchized in different levels (ex: 1., 1.1, 1.2, 1.3,). If this organization does not seem relevant to you, you can try to group the items to address according to criteria that makes sense regarding the type of meeting: _departments or services concerned, addressed topics, topics ordered according to the interventions of different presenters, steps of the project to realize,_ etc.

**Define the role of the presenters >**  Depending on the established items, define who will speak during the meeting. In order to avoid taking attendees by surprise, schedule each person’s interventions ahead of time according to the meeting agenda. This will encourage them to prepare the meeting and will improve the efficiency and length of the discussions.

**Make the meeting agenda accessible to allow attendees to consult it >** Once the meeting agenda has been established, make sure to share it with all the attendees a few days before the meeting. A good preparation of the different interventions will contribute positively to the smooth running of the meeting. Furthermore, a previously established meeting agenda is likely to ensure a well-organized and productive meeting. The attendees will feel concerned and will not have the impression that the upcoming meeting will be wasting their valuable time.

## During the meeting – the roles of the meeting moderator and the drafter

### Progress according to the set order 

On the day of the meeting, keep the goal of the meeting in mind. The moderator of the meeting is responsible for its smooth running and must avoid any misplacements by following rigorously the pre-established meeting agenda. This will avoid the attendees to feel lost and they will be able to follow the discussions by referring to the common frame previously diffused. 

### Address the covered topics in a systematic way

The moderator of the meeting must try to facilitate the task of the meeting minutes drafter by being clear and rigorous in the way he conducts the meeting. By discussing each item of the meeting agenda in a systematic way, you will ensure a productive meeting and meeting minutes drafting while avoiding wasting time. But how can you discuss the various items of the meeting agenda in a systematic way? 

Here is a solution that considers the discussion of each item of the meeting agenda following three steps that will come out as three separate blocks of information in the meeting minutes: 

**Step 1 – the minutes of the discussions:** Every topic covered in a meeting generally leads to a discussion that will need to be transcribed in the meeting minutes > _this constitutes the first block of information of the discussed item._

**Step 2 – the result of the discussions:** The decisions and high points of the preliminary discussions should be highlighted > _this constitutes the second block of information of the discussed item._ Many employees often complain about leaving a meeting without really knowing which major decisions were made. Highlighting them will avoid that kind of uncomfortable feeling.

**Step 3 – tasks arising from the decisions:** The attendees will have to perform various tasks to reach the set goals > _this constitutes the last block of information of the discussed item._ Thanks to a clear division of tasks to perform, the attendees will be operational as soon as the meeting ends. This will avoid people forgetting what they are supposed to do from a meeting to the next. 

This method will encourage you to proceed in an efficient manner and will facilitate the drafting of the meeting minutes. Furthermore, when the attendees will have to review the meeting minutes, they will easily obtain the necessary information. Needless to say, certain items will not require such a structure and can therefore be covered far more quickly – for example by using only one of the three proposed blocks of information. 

In summary, the success of a company meeting is largely dependent on its preparation. By focusing on clearly set goals and on a clear meeting agenda, you will necessarily limit the length of your meetings and thus keep the attendees active and concerned. Establishing a meeting agenda can sometimes seem tedious. The trick is to create a meeting agenda template according to the different meetings that you conduct. This way, from one meeting to the next, you will only have to make a few changes to the template of the previous meeting agenda for the upcoming meeting, without having to create a new one each time. 

Do you want to facilitate the preparation and conduct of your meetings?

::button-primary[Schedule a live demo]{link="/demo"}

[^1]: To carry out the study in question, more than 6’500 professionals from the United Kingdom, Germany, Switzerland and the United States were interviewed. 

Do your company meetings tend to drag on? In this article you will find a few tips to limit their duration! 

This image introduces tips on how to keep business meetings short, illustrated with a stopwatch showing 25 minutes

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How to limit the duration of a meeting?

Trello

Asana

Decisions

Monday.com

eSéances

MS Teams

MS Planner

OneNote

Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

Managing a remote team sounds simple: set tasks, assign owners, and let everyone work from anywhere.

In reality, remote task management brings its own unique set of challenges. Without a shared office space, staying aligned on priorities, deadlines, and progress can quickly turn into a juggling act.

Scattered communication, delayed updates, unclear ownership; these problems can slow down even the most capable teams. Project managers and team members alike often find themselves buried under emails, toggling between tools, or struggling to track progress across different projects.

That’s why successful distributed teams don’t just rely on more meetings or more messaging apps. They need a collaborative task management system that helps everyone stay organized, prioritize tasks, and work together effectively, no matter where they are.

[WEDO](https://wedo.com/features) simplifies remote task management by bringing meetings, tasks, projects, and collaboration into one intuitive platform, so teams can spend less time managing work and more time making real progress.

![Remote task management infographic contrasting what gets in the way versus what works, including task ownership, communication, and progress tracking.](https://wedo-assets.sos-ch-gva-2.exo.io/remote_task_management_what_gets_in_the_way_vs_what_works_en_1c8364b117.png)

## The Challenges of Remote Task Management

Managing tasks across a distributed team creates challenges around visibility, accountability, and alignment. Without a shared office space, communication gaps tend to grow quickly, and small problems compound over time.

Here are some of the key difficulties remote teams face when managing tasks:

**1. Unclear task assignment**

Without a consistent system, team members can lose track of who owns which task and when it is due. As a result, important work can be delayed or forgotten altogether.

**2. Difficulty monitoring progress**

Project managers often have to chase updates through scattered emails and chats. Without a centralized place to check progress, it becomes harder to make informed decisions or adjust priorities.

**3. Disorganized file sharing**

Documents often live across email threads, chat messages, and cloud folders. It becomes easy to lose track of the latest versions or miss important attachments that should have been connected to specific tasks.

**4. Complex projects without a high-level view**

Remote teams working on large initiatives struggle to see how tasks connect to bigger goals. Without clear visual workflows, it is easy to miss dependencies and deadlines that impact the entire project.

**5. Collaboration slowed by scattered communication**

When discussions happen across too many channels without being tied to specific tasks, collaboration becomes inefficient. Important information is buried, and follow-ups get missed.

## What Remote Teams Need to Manage Tasks Effectively

Solving the challenges of remote [task management](https://wedo.com/features/tasks) starts with the right foundation. Teams need more than just communication tools or shared drives. They need a system that brings clarity, accountability, and structure into their daily work.

Here are the core elements that help distributed teams manage tasks successfully:

### Clear task ownership and accountability

Every task should have a single owner, a due date, and clear expectations. Teams work faster when there is no confusion about who is responsible for the next step.

### Flexible ways to manage and view tasks

Different projects require different approaches. Some teams work best with Kanban boards, others prefer structured lists or timeline views. A flexible task management tool makes it easier to adapt based on the project’s complexity.

### Templates for recurring workflows

Repeatable processes, such as onboarding or reporting, should not start from scratch every time. [Checklist templates](https://wedo.com/features/tasks) help teams launch recurring workflows faster and reduce the risk of missing critical steps.

### Integrated collaboration

Meetings, tasks, files, and conversations should live in the same system. Scattered tools slow teams down and create more work. Integrated collaboration keeps everything tied to real action items.

### An intuitive interface that remote teams can use immediately

A [task management app](https://wedo.com/features/tasks) should make it easier to organize work, not harder. Remote teams need an intuitive platform that simplifies navigation, speeds up adoption, and reduces training time.

Strong remote task management depends on having the right systems in place. Teams that can assign tasks clearly, track work visually, and collaborate in context are much more likely to stay organized and deliver projects on time. WEDO was built around these core needs, helping teams manage tasks more clearly and collaborate more effectively from anywhere.

## Why WEDO’s Task Management Platform Stands Out for Distributed Teams

![Infographic showing the structure of a high-value recurring meeting with agenda, responsibilities, and outcomes.](https://wedo-assets.sos-ch-gva-2.exo.io/the_structure_of_a_high_value_recurring_meeting_en_35539fea09.png)

Distributed teams need more than shared drives and endless chat threads to stay on track. To manage work effectively from anywhere, they need a platform that connects meetings, tasks, collaboration, and progress tracking in one place, without adding complexity. WEDO was designed for this exact environment.

Here’s how WEDO helps remote teams manage tasks and projects with clarity, consistency, and confidence:

### Complete task and project organization in one platform

[WEDO](https://wedo.com/features) brings meetings, tasks, project tracking, and file sharing together in a single workspace. Teams can create collaborative agendas, assign action items during the meeting, and track progress afterward without jumping between tools.

Tasks are assigned in real time during discussions, with responsibilities, due dates, and attachments captured on the spot. Participants can contribute directly to meeting minutes, review agendas in advance, and access signed summaries afterward to stay aligned on what was decided. Electronic signature functionality also supports remote validation, providing a complete record without requiring anyone to be physically present.

Every task is linked to its original context, whether created [during a meeting](https://wedo.com/features/meetings) or in a project workspace, so nothing gets lost, misfiled, or forgotten.

### Flexible task management for simple and complex projects

Not every team or project works the same way. WEDO supports a range of task views to suit different needs, from structured lists for detailed workflows to [Kanban boards](https://wedo.com/blog/what-is-a-kanban-board-tools-apps-and-project-use-cases-explained) for visual tracking and Gantt charts for timeline-based planning.

These views are shared across the team and updated in real time, making it easy for everyone to see priorities, dependencies, and responsibilities at a glance. Tasks can be filtered, reorganized, and adjusted as projects evolve, without introducing confusion or duplication.

### Standardized workflows with shareable checklist templates

When processes are repeated across teams or locations, standardization saves time and reduces risk. WEDO’s checklist templates make it easy to build repeatable workflows for tasks like onboarding, audits, or monthly reports.

Each template includes predefined steps, assigned owners, and deadlines, so teams don’t have to start from scratch. Templates can be shared across teams or departments, helping distributed organizations maintain consistency and quality from one site to the next. Progress is tracked in real time, so it’s always clear what’s done and what’s still in motion.

### Integrated file sharing and task-based collaboration

Files and conversations often get lost in email chains or disconnected tools. WEDO keeps everything in context by tying documents, comments, and notes directly to the tasks and meetings they support.

Team members can upload, annotate, and discuss documents within the platform, keeping collaboration focused and eliminating version control headaches. Whether it's a project brief or a checklist attachment, all materials are exactly where they need to be.

### Real-time updates, smart notifications, and mobile access

WEDO helps teams stay informed without creating noise. Smart notifications alert users to updates, comments, and task changes based on personal preferences, so people can stay in sync without constant check-ins.

The mobile app makes it easy to review progress, respond to updates, or manage tasks from anywhere, at home, on the road, or between meetings. And because WEDO supports asynchronous work, distributed teams can keep projects moving even across different time zones or schedules.

### Security, scalability, and performance built for modern teams

WEDO is hosted in secure, ISO-certified Swiss data centers and meets high standards for data protection and compliance. The platform scales with your organization, whether you’re managing a single team or coordinating large, multi-team initiatives.

It’s powerful enough to handle complex projects and user groups, yet intuitive enough that teams can adopt it quickly and start seeing value right away.

WEDO’s platform brings structure to remote collaboration, making it easier to plan, execute, and follow through without the friction of disconnected tools. It gives distributed teams the clarity they need to stay productive, aligned, and in control, no matter where they’re working from.

## Conclusion

Managing tasks across a distributed team requires more than communication and good intentions. It demands systems that keep work organized, maintain visibility across projects, and allow teams to collaborate effectively without creating additional complexity.

[WEDO](https://wedo.com/features) simplifies [remote task management](https://wedo.com/features/tasks) by bringing meetings, tasks, projects, and collaboration into one intuitive platform. Teams can organize their work through flexible views, automate recurring processes with checklist templates, track real-time progress with smart notifications, and manage project files in one centralized location. Features like Kanban boards, Gantt charts, and integrated file sharing provide the structure needed to run complex projects while remaining accessible enough for daily collaboration.

By combining clarity, flexibility, and ease of use, WEDO helps distributed teams [prioritize tasks](https://wedo.com/blog/guide-to-managing-and-prioritizing-your-daily-tasks), monitor progress, and keep projects running smoothly, no matter where team members are located.

If your team is ready to move beyond fragmented tools and manual workarounds, WEDO offers a smarter way to manage tasks and collaborate remotely.

[Start your free trial today](https://wedo.com/signup) and see how [WEDO](https://wedo.com/features) keeps distributed teams aligned, productive, and organized.

Simplify remote task management with WEDO. Organize tasks, track progress, and keep distributed teams aligned in one collaborative platform.

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How WEDO Simplifies Remote Task Management for Distributed Teams

Work gets done every day. But how does it get done? That’s often unclear.

Tasks are scattered across chats, emails, and meetings. Progress happens, but not always efficiently. A step gets skipped. Someone doubles up on work. Deadlines shift, and no one’s quite sure why.

That’s the cost of not having a workflow or not managing one well.

Workflow management basically creates a structure where there isn’t any. It helps teams follow a clear path, reduce back-and-forth, and finish what they start without wasting time.

Whether you're handling routine approvals, multi-step projects, or team-wide coordination, having a workflow and managing it well saves time, reduces confusion, and keeps things moving. This guide breaks down what workflow management actually means, why it matters more than most teams realize, and how the right tools can help you make it part of your everyday work.

## What Is Workflow Management, Really?

Workflow management means defining how work moves from start to finish. Each task has a purpose, a place in the process, and someone responsible for moving it forward. Instead of relying on memory, inboxes, or scattered notes, the steps are mapped out and visible to the team.

Every business process includes repeatable steps — reviewing documents, collecting approvals, and coordinating tasks. These patterns can be simple or complex, but they’re always easier to manage when clearly defined. That’s where workflow management helps. It brings structure to patterns so the work becomes more predictable, repeatable, and less stressful to complete.

Some workflows involve only a few steps. Others span departments, involve multiple people, or need progress tracking across tools. In all cases, clarity improves speed and reduces the chance of errors.

A good workflow management system or workflow management software helps teams put this structure into action. It helps teams create tasks with clear ownership, track progress as work moves, and keep everything visible without constant check-ins. Instead of repeating steps or missing deadlines, the team stays aligned and knows exactly where things stand.

## Why Managing Workflow Is Hard Without a System

Most teams don’t realize how much time they lose just figuring out what’s next. Without a clear system, work gets stuck in all the usual places: waiting on approval, missing a detail, assigned to the wrong person, or duplicated without anyone noticing.

The symptoms usually show up gradually: questions that get asked twice, updates that don’t match, deadlines that slip without warning. Everyone’s busy, but the results are scattered.

When teams rely on chat threads, spreadsheets, or memory to manage their process, things break down. There’s no shared view of what’s been done, what’s coming next, or where things are stuck. That’s where workflow management becomes more than a nice-to-have. It becomes the way to actually move work forward without extra effort.

Effective workflow management gives every task a place in the bigger picture. It reduces manual follow-ups, avoids redundant tasks, and keeps the team aligned. Updates happen in real time, so everyone sees the same status without needing to ask for it.

Even simple projects run smoother with structure. A shared process gives people clarity, frees up mental space, and removes the guesswork from daily work.

## The Two Core Workflow Types

Most workflows fall into one of two categories: sequential or parallel. Understanding the difference helps you design a process that actually works for your team and avoids unnecessary delays or confusion.

![Infographic in English showing the difference between sequential and parallel workflows with icons and examples.](https://wedo-assets.sos-ch-gva-2.exo.io/sequential_vs_parallel_workflows_whats_the_difference_en_fa0f8230d8.png)

### Sequential workflows

A sequential workflow moves in a straight line. One task needs to be completed before the next one begins. This structure is common in processes like document approvals, content publishing, or expense reviews, where each step depends on what came before.

**For example:**

A new hire onboarding process might include setting up accounts, submitting paperwork, and assigning equipment. Each task happens in a specific order, and the next one only starts once the previous one is marked complete.

Sequential workflows are easy to follow and ideal when accuracy and order matter. But if they’re not tracked well, a single delay can stall the entire process.

### Parallel workflows

Parallel workflows allow multiple tasks to run at the same time. These are common when work spans departments or when different team members can make progress independently.

**For example:**

A product launch might involve writing content, designing assets, preparing sales materials, and scheduling announcements, all happening at once, but still part of the same project. Parallel workflows help teams move faster, but they also require coordination. Each task needs to be tracked clearly so nothing falls behind.

Both types of workflows require structure to work well. When teams can see what’s happening, what’s waiting, and who’s responsible, things get done faster and with fewer interruptions.

## What to Look for in a Workflow Management Tool

Not every tool that tracks tasks is built to manage workflows. A good workflow management tool should help you set up structure, follow progress easily, and adapt as your process changes. It should work for your team, not make the team work around the tool.

Here’s what to look for:

### ✔️ A clear layout that mirrors your process

Visual clarity makes a big difference. You should be able to see the steps of your workflow process at a glance. Tools that offer list views, board views, [Gantt charts](https://wedo.com/features/project-management), or drag-and-drop task movement make it easier to reflect the way your team actually works.

If your process involves stages like “To Review,” “Waiting on Feedback,” or “Complete,” your tool should let you build those into the workflow without needing a workaround.

### ✔️ Basic task management features that stay out of the way

At the core of any workflow is a set of tasks. You need to be able to create them quickly, assign them to a team member, add a due date, and mark them as done. These features should be easy to use, not hidden behind too many steps.

Some workflows are short and simple. Others include multiple team members, subtasks, and dependencies. Your tool should support all three without getting in the way.

### ✔️ Real-time visibility

When you update a task, reassign a step, or check something off, that change should show up immediately. Teams move quickly, and outdated information creates confusion. [Real time updates](https://wedo.com/features/meetings) reduce the need for follow-ups and help everyone see what’s actually going on.

### ✔️ Support for automation

Many workflows include steps that repeat every time, such as sending a reminder, assigning the next task, or changing the status when a condition is met. A tool that supports automated workflows can handle those repetitive steps without manual effort. This saves time and reduces errors in daily work.

### ✔️ Built to support different ways of working

Some teams follow a fixed process, step by step. Others run multiple tasks in parallel, with different people working at the same time. A good tool should support both. You should be able to map out your process as it really happens, not force it into a structure that doesn’t fit.

### ✔️ Customization that doesn’t require technical setup

The tool should let you build customized workflows that fit your team’s process. If you have to request admin access or rebuild the setup every time your process changes, the tool slows you down. Look for something that gives you control without extra layers.

### ✔️ Works across teams and scales with you

As your team grows or your work gets more complex, the tool should still work. A good workflow management system scales with your process, your team, and your priorities. That includes visibility across departments and features that don’t break down under pressure.

### ✔️ Cloud-based access that fits remote or hybrid teams

If your tool only works in one environment or on one device, that’s a limitation. A cloud-based system makes it easier for teams to work together, whether they’re in the same office or spread across time zones.

![Infographic in English highlighting the key elements of a good workflow management tool, including automation, visibility and cloud access.](https://wedo-assets.sos-ch-gva-2.exo.io/what_to_consider_when_choosing_a_project_management_tool_en_d107067037.png)

## How WEDO Supports Smarter Workflows (Without Adding Complexity)

A workflow tool only works if the team actually uses it. [WEDO](https://wedo.com/features) gives teams structure without forcing them to change how they work. The features feel familiar, the setup is quick, and the process fits into your day, not the other way around.

In WEDO, every workspace gives you the tools to build and follow a clear process. You can organize tasks by stage, priority, or timeline using a flexible [kanban view](https://wedo.com/features), list, or [Gantt chart](https://wedo.com/features/project-management) view. It’s easy to move things with drag and drop, assign owners, and adjust task details as work moves forward.

Tasks aren’t floating around in isolation. They’re connected to your meetings, notes, and follow-ups. If an action item comes out of a team discussion, you can turn it into a task on the spot, with context already attached. No need to switch tools or manually copy over details.

Workflows can be simple or more structured. You can set up something sequential, where one [task depends on the next](https://wedo.com/features/tasks), or keep things open for parallel progress across team members. You don’t need to choose between flexibility and structure; WEDO handles both.

The platform supports real-time updates, clear ownership, and visibility across the team. And because it’s cloud-based, you can access your workflow from anywhere, whether you’re in a meeting, working remotely, or just trying to keep everything on track.

If your team is ready to streamline how work moves from start to finish, WEDO gives you the tools to do it, without adding extra complexity.

**Ready to make your workflows smarter and easier to manage?** Start your [WEDO free trial](https://wedo.com/signup) today.

Learn what workflow management really means, how it supports better teamwork, and how tools like WEDO help streamline everyday work.

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What Is Workflow Management and Why Does It Matter?

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

::button-primary[Schedule a live demo]{link="/demo"}

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

A smiling person listening to their counterpart in a one-on-one meeting, overlaid with the text “Topics for a one-on-one meeting” and “Use case”

Productivity

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