Introduction
Dashpivot gives your team a streamlined, digital way to document, organise, and action construction meeting minutes — replacing paper, Word, and Excel with a consistent process that keeps records accessible and easy to find.
All meeting minutes are automatically organised into a searchable register, so nothing goes missing and the right information is always at hand when you need it.
See how this works on Dashpivot
Key Features
Keep the way meeting minutes are recorded and processed consistent across your team
Auto-generate a register of all meeting minutes, filterable by date, contractor, or other attributes
Access records on the go using the Dashpivot mobile or tablet app
Download, print, or send meeting minutes as professional, company-branded PDFs
Best Practices
Use list fields for subcontractor, supplier, or company name so records can be filtered quickly in the register view and broken down in analytics charts
Use dropdown fields where possible to speed up how quickly forms can be filled out on site
In template settings, display the subcontractor, supplier, or company name on the form thumbnail to make records easier to navigate
In template settings, sort forms by the date on the form rather than the creation date to avoid confusion about when a meeting occurred
Getting started
You can access a free Meeting Minutes template from Dashpivot's template library. Go to Browse free templates to get started.
Storm AI Templates
You can also use Storm AI Templates to automatically generate meeting minutes templates tailored to your project reporting requirements.
Learn more
Learn more about field reporting with Dashpivot.
FAQs
Can I access meeting minutes on my phone or tablet?
Yes — meeting minutes can be accessed, filled out, and submitted using the Dashpivot mobile or tablet app from anywhere on site.
Can I export meeting minutes as a PDF?
Yes — meeting minutes can be downloaded, printed, or sent as professional, company-branded PDFs directly from Dashpivot.
How are meeting minutes organized?
All meeting minutes are automatically added to a register in Dashpivot, where they can be filtered by date, contractor, or any other field for fast retrieval.