Create Meetings from Templates

Meeting templates can be created and managed by hub administrators in the Library to simplify the process of creating meetings. Users can use the templates to create a meetings series based on them.

You can create a meeting from a template in the Meetings tab or in the Templates tab.

Create a Meeting in the Meetings Tab

To create a meeting in the Meetings tab:

  1. Click Create meeting and select From template.

    Create meeting from template option

  2. Select the template that you want to use and click Create meeting.

    Choose template dialog

  3. The meeting you created has the structure of the selected template. You can freely edit it, change the topics' order and content, and add new topics, items, links, references and invitees.

    Edit meeting template

Create a Meeting in the Templates Tab

To create a meeting in the Templates tab:

  1. Open the Templates tab.

    Templates tab

  2. Select the template that you want to use and click Create meeting.

    Create from template tab

  3. The meeting you created has the structure of the selected template. You can freely edit it, change the topics' order and content, and add new topics, items, references and invitees.

    Edit meeting template

What's Next

After creating your meeting from a template:

Parent page: Create Meetings