You can create agenda templates to quickly create meetings from. There are two ways to do this, this guide will walk you through these:


  1. Create a template from an existing meeting
  2. Create a new template from scratch


Adding, editing and removing content from a template can be found in the guide: Adding, editing & removing meeting & template content.

Creating a template from an existing meeting


  1. In the menu ribbon click Meetings

  2. Find the meeting you wish to create a template from. To see the guide on searching and filtering meetings click here, to see how to create a new meeting click here

  3. Click the edit button to the right of your meeting name to view it

  4. Scroll to the very bottom of the page and click Save as template

  5. In the pop-up, give your template a name in the text field and click Save changes

  6. Your template is now saved

Creating a new template


If you don't have an existing meeting you want to turn into a template, you can create a brand new template from scratch.


  1. In the menu ribbon click Meetings

  2. Click on the Templates tab

  3. Click the plus + sign on the right


  4. You've now created a blank template record. The rest of the template creation process is the same as creating a new meeting. You must complete the Template Information and save it before you can add topics or subtopics

  5. Give your template a Template Title - this is required to be able to save the template

  6. Add any other details you need, such as a location and participants. Participants will not receive a notification to say they've been added to a meeting or template at this point

  7. Once you've populated your template information click Save Template. You can now add topics and subtopics to your template

  8. You can edit the template information at any time by clicking in the field you wish to change, amending it and clicking Update in the bottom right of the Template Information panel