Printable logs and record templates

Meeting and Report Templates

Choose the template for the meeting or report you need to write up: minutes and agendas for general, board and nonprofit meetings, one-on-one agendas, call logs, weekly status reports and incident reports. Pick the sections to include, fill in the heading, then print the blank form or download it as a CSV file. They are general-purpose templates, not legal advice.

Tools in this group

  • Board Meeting Agenda Template — Choose a 30, 60 or 90 minute meeting, or a committee meeting, and get an agenda in the usual order with suggested minutes you can overwrite. Print it or download it as CSV.
  • Call Log Template — Pick the columns and the number of rows, then print the call log or download it as a CSV file for a spreadsheet. Nothing is saved or uploaded.
  • Fax Cover Sheet — Type who the fax is for, who it is from and how many pages you are sending, then print the fax cover sheet. Nothing is uploaded.
  • Incident Report Template — Choose the sections your report needs, such as injury questions, property damage, cause analysis and corrective actions, then print the blank form or download it as CSV.
  • Meeting Agenda Template for Excel — Set the meeting length and number of agenda items to get a table with time slots and a total row. Download it as a CSV file that opens in Excel, or print it.
  • Meeting Minutes Template — Pick how many attendance, agenda and action item rows you need, or start from a general, board, project, committee or short preset. Print the blank form or download it as CSV.
  • Nonprofit Board Meeting Agenda Template — Choose a 30, 60 or 90 minute meeting and which items to include, such as a mission highlight, committee reports or a blank executive session line, then print or download as CSV.
  • Nonprofit Board Meeting Minutes Template — Choose how many attendance, motion and action rows you need and whether to include committee reports or executive session lines, then print the blank form or download it as CSV.
  • One-on-One Meeting Agenda Template — Choose whether you are the manager, the team member or a peer, set the number of rows, then print the agenda or download it as CSV. Nothing is saved or uploaded.
  • Weekly Status Report Template — Choose which sections to include and how many rows each table gets, then print the report or download it as CSV. Status is marked in plain words: On track, At risk or Blocked.