Articles on: Meetings

Creating Custom Agenda Templates

Your Organization can create and save your own customized agenda templates - as many as you want! This helps make meeting prep faster and easier for every Admin! This article spells out how to create your organization's customized agenda templates.

Creating a custom agenda template for each one of your committees is a great way to make meeting prep faster, and ensure content consistency.

Only Organization Admins can create/save custom agenda templates for your organization. Contact your organization's administrator(s) for assistance with these tasks.

Creating a new custom agenda template for your organization:

Click Add Agenda from meetings list page or on a specific meeting's page.
The agenda templates selection screen will appear. Select Blank Template.
Fill out the agenda with the template details desired and click on the Save as template link at the top of the form.
Select Create a new template and fill in this new template's title. Note: Using a naming convention for your custom agenda templates (such as the committee's name) will make selection of the correct template easy.
Click Save. This custom template will now show up in your template selection screen under Custom Templates, and can be used for all future agenda creation.
Repeat this process as many times as needed to create custom templates for each committee, etc..

Creating a custom agenda template for future use:

Questions? Chat with us

Updated on: 23/01/2024

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