Meeting templates can be created and managed at the account level to simplify the process of creating new meetings. Account Administrators can decide to which projects specific templates are added, and update the templates as needed.

In this topic, you'll learn how to:

• Meetings Templates in Library
  • Create a Meeting Template in Library
  • Add Meeting Template to a Project
  • Remove Meeting Template from a Project
  • Edit Meeting Template
  • Archive and Restore Meeting Template
  • Make a Copy of a Meeting Template

Create a Meeting Template in Library

Account administrators can create meeting templates in Library for their account and add them to projects.

1. In Account Admin, click Library in the left navigation.

2. Select the Meetings card.

3. Click Create meeting template to open the meeting template builder.

   

4. Define Meeting title, description and topics.

   

   Note:

   Meeting items can only be created when using the template.

Add Meeting Template to a Project

Once the template is created, you will receive information about its successful creation with the possibility of adding the template to the project.

You can also add a template to your project later using the template list:

1. Select a template or several templates from the template list.

2. Click Add to. You will be redirected to Not added to tab with projects to which the selected template or templates have not been added.

3. You can search for a project by name and filter projects to display only archived or only selected ones.

4. Once you've selected a project or projects, click Add to to add a template or templates.

   

5. A confirmation modal will then display the projects that you have selected for the meeting template or templates to be added to. To confirm, click Add to projects.

Remove Meeting Template from a Project

1. Select a template or several templates from the template list.

2. Click Remove from. You will be redirected to Added to tab with projects that use this template or templates.

3. You can search for a project by name and filter projects to display only archived or only selected ones.

4. Once you've selected a project or projects, click Remove from to remove a template or templates.

   

5. A confirmation modal will then display the projects that you have selected for the meeting template or templates to be removed from. To confirm, click Remove.

Edit Meeting Template

You can edit the details of the template: name, description and content. To edit a template:

1. Click the selected template to open its details.

2. Click Edit.

   

3. If needed, change the name and description. Click Next.

   

4. If needed, edit the content. Then click Save.

   

Archive and Restore Meeting Template

You can archive and restore meeting templates.

To archive meeting template:

1. Click the selected template to open its details.

2. Click Archive.

   

3. The template will appear in the Archive page.

   Note:

   Archived templates will no longer be available for use in the projects they are added to. Archiving a template will not affect meetings previously created from it.

To restore meeting template:

1. Click Archive to open the Archive page.

   

2. Click the restore button next to the selected template.

   

   Note:

   The restored template will automatically appear in the projects it was previously added to and can be used to create a meeting from it.

Make a Copy of a Meeting Template

Creating a copy of the template allows you to create a template with the same content of the meeting agenda without copying the projects the template was added to.

To make a copy of a meeting template, select a template to see its details and click Make a copy.