Creating meeting templates allows you the ability to save a preset format of a meeting so that you will not need to recreate the content for future meetings. This is especially useful for meetings that generally have the same format every time they are held.

A meeting template can be based on an existing meeting or you can create your own.

How to Create a New Meeting Template 
  1. Click on the Meetings tab
  2. Click on Meeting Administration, then Meeting Templates
  3. Click on + Add New Template
  4. Enter and determine necessary meeting information
  5. Click Save and Close
  6. On the Meeting Agenda screen, enter agenda items for template
    NOTE: Search the Knowledge Base for more information on creating and editing meeting agenda items

How to Creating a Template Based on an Existing Template
  1. Click on the Meetings tab
  2. Go to the Meeting Listings screen
  3. Click on meeting title
  4. On meeting agenda screen, click on the settings wheel
  5. Click on Save As Template
  6. Click Save and Close, after making any necessary changes
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