Boards
Get Started Now — It’s Free!
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Top Features
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Meetings & Collaboration
Trending Templates
Client Communication TemplateAppointment Notes TemplateBrainstorming TemplateDaily Meeting Agenda TemplateBoard Meeting Notes TemplateMeeting Agenda Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Running Notes Template

Trending Templates
Client Communication TemplateAppointment Notes TemplateBrainstorming TemplateDaily Meeting Agenda TemplateBoard Meeting Notes TemplateMeeting Agenda Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Meetings & Collaboration

Running Notes Template

Capture and manage your thoughts with Jotform's Running Notes Template. This customizable board helps you organize tasks, set priorities, and collaborate effectively using a drag-and-drop interface.

Categories
  • Go to Category: Meetings & Collaboration
  • Go to Category: Meeting Agendas & Action Items
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
  • Go to Category: Administrative & Office Management Teams
Running Notes Template
About this template

The Running Notes Template is a versatile board template designed for individuals and teams who want to capture and manage their thoughts, tasks, and ideas in a structured way. Whether you're a freelancer keeping track of personal projects, a team member documenting meeting notes, or a manager organizing various tasks, this template provides a clear framework for your notes and action items. With sections for to-do lists, in-progress tasks, and completed items, it facilitates seamless organization and prioritization of your workflow.


Utilizing Jotform Boards, you can transform your note-taking into an effective online task management system. The drag-and-drop interface allows you to easily move tasks between different stages, while the ability to assign tasks, set due dates, and add comments enhances collaboration among team members. This customizable board not only helps you streamline your workflow but also ensures that you stay on top of your tasks, making it an essential tool for anyone looking to improve productivity and communication.

Categories
  • Go to Category: Meetings & Collaboration
  • Go to Category: Meeting Agendas & Action Items
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
  • Go to Category: Administrative & Office Management Teams
Details
2 Clone
Created by
Jotform

Connected Assets

This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.

  • Daily Task Details Form

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Daily Task Details Form

View Template

Running Notes Template FAQs

1) What is this Running Notes Template used for?

This Running Notes Template helps individuals and teams organize their notes, tasks, and ideas efficiently. It is ideal for capturing thoughts during meetings, tracking tasks, and managing projects.

2) What should be included in a Running Notes Template?

The template should include sections for to-do items, in-progress tasks, completed tasks, and any relevant notes or comments. This structure helps maintain clarity and organization.

3) When to use a Running Notes Template?

Use this template during meetings, brainstorming sessions, or when working on projects to keep track of action items and important discussions. It is also useful for personal task management.

4) Who can use a Running Notes Template?

Freelancers, team members, project managers, and anyone needing to document tasks and ideas can benefit from this template. It supports both individual and collaborative work.

5) What are the benefits of using a Running Notes Template?

This template streamlines note-taking, enhances task organization, and improves collaboration. It allows users to visualize their workflow and ensures that nothing falls through the cracks.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to specific team members within the board. This feature ensures clear ownership and accountability for each task.

7) How do I track the progress of tasks on this board?

You can track task progress using the Kanban board layout, moving tasks between different stages such as "To Do," "In Progress," and "Done" to visualize the workflow.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with the board. When a new form submission is received, it automatically creates a corresponding task, streamlining your workflow.

Related templates
Client Communication Template Thumbnail
Preview: Client Communication Template

Client Communication Template

Enhance client communication with Jotform's Client Communication Template. This customizable board template helps manage tasks, track interactions, and improve collaboration with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Appointment Notes Template Thumbnail
Preview: Appointment Notes Template

Appointment Notes Template

Manage client appointments effectively with Jotform's Appointment Notes Template. Use this customizable board to track tasks, schedule consultations, and enhance collaboration with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Brainstorming Template Thumbnail
Preview: Brainstorming Template

Brainstorming Template

Enhance your creative process with Jotform's Brainstorming Board Template. Use this customizable board to capture ideas, track progress, and collaborate with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Daily Meeting Agenda Template Thumbnail
Preview: Daily Meeting Agenda Template

Daily Meeting Agenda Template

Organize your meetings efficiently with Jotform's Daily Meeting Agenda Template. This customizable board helps you prepare, assign tasks, and track agenda items for effective collaboration.

Go to Category:Meetings & Collaboration
Preview
Board Meeting Notes Template Thumbnail
Preview: Board Meeting Notes Template

Board Meeting Notes Template

Enhance your meeting efficiency with Jotform's Board Meeting Notes Template. Organize tasks, assign responsibilities, and streamline collaboration using a customizable board for effective online task management.

Go to Category:Meetings & Collaboration
Preview
Meeting Agenda Template Thumbnail
Preview: Meeting Agenda Template

Meeting Agenda Template

Organize your meetings effectively with Jotform's Meeting Agenda Board Template. Use this customizable board to track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Use Cases
    • Jotform Form Builder
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva
    • Google Reviews Widget
    • Airbnb Reviews Widget

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Jotform Facts for AI
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform Boards captures and resolves every customer request through automated task management, trusted by businesses worldwide for organized request tracking, featuring auto-generated tasks from forms, AI Agents, orders, e-signatures, and workflows that streamline team collaboration and task completion, offering 1,000+ ready-made board templates designed to save time while providing complete customization options, engineered for organizations requiring centralized customer request management.

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement