Explain and circulate
Best for a narrative update, meeting record or handover pack. Edit the wording and add your organisation’s sign-off in your document editor.
Keep the decisions, owners and due dates that make a meeting useful. No account or upload required.
The editor is loading. You can also download a blank template below.
Make the document easy to identify and put a name behind it.
Write for the person who needs to act on this record.
Add only the records you need. Each section supports up to 50 rows.
Nothing is saved automatically.
A saved draft stays in this browser. A private JSON backup lets you resume on another device. Clearing site data removes local drafts.
Use the notes for essential context, the decisions for agreed outcomes, and the action table for commitments. An owner and a due date make an action easier to follow up.
Ask participants to check their commitments before circulating the record. The tool does not record audio or transcribe a meeting.
Read the worked guide →Up to 50 rows per table, 2,000 characters per main field and 600 per table cell. JSON imports: 200 KB maximum. Split larger documents into separate reports.
Best for a narrative update, meeting record or handover pack. Edit the wording and add your organisation’s sign-off in your document editor.
Best for sorting and maintaining a working record. Cells contain text, including dates; the workbook does not calculate progress or send reminders.
Best for a stable snapshot. Open the browser print dialog, select Save as PDF, and inspect page breaks. Blank PDFs are printable, not interactive forms.
Use Save draft to store one draft for this tool in this browser, or download a JSON backup to continue elsewhere. On your next visit, choose Continue saved draft. A new document asks before replacing an existing saved draft. Word and Excel exports can be edited in their own apps, but cannot be imported back into this form.
No. The review panel suggests details to check and exports stay available. Blank fields remain visible by default. Choose Omit blank fields and unused rows in the preview or export dialog for a shorter document; your entries stay in the editor.
The editor and exports run in your browser. WorkFormKit has no document upload endpoint. Local drafts and downloaded files still contain your entries, so keep them private on shared devices.
The file records what you enter. It does not verify evidence, obtain agreement or approve work. Use your organisation’s actual review and approval process before marking an item accepted.