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Create a new meeting template

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 January 10th, 2025

Within a team

You can have meeting templates that are specific to a team.

  1. Click the Configuration link in the sidebar panel
  2. Navigate to the team you'd like to create a template within
  3. Click the “Meetings” section
  4. Click “Add meeting template”

 

Organisation-wide

  1. Click the Configuration link in the sidebar panel
  2. Click on the “Organisation Configuration” link
  3. Under the Organisation heading, click on “Meetings”
  4. On the right-hand side of the screen, click on “Add meeting template”

 

Creating Templates

From here you can create your template. Enter a name for the template and add the recurring agenda items you want to have.

Add each agenda item, which can also be edited, deleted or moved as necessary. Save & Close when done.

 

What happens next?

When you schedule a meeting you can then import the agenda template you created.

 

 

 

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