Save as Template

You can create Templates from the Manage Templates page, or Save as a Template from your Meeting Card when you Create meetings

Save as a Template

  1. When you Create meetings you have the option to choose an existing Meeting Card Template or build a new Meeting Card from scratch. 
    • Select a Meeting Card Template from the Meeting Template dropdown menu
    • Or build a new Meeting Card (create new Meeting goals, Agenda items, Pre-meeting Task, etc.) for your upcoming meeting
  1. Save as a Template
    • If you change an existing template (add or change a Meeting goal, Agenda item, Pre-meeting Task, etc.) the ‘Save as a template’ button will appear
    • If you build a new Meeting Card from scratch the ‘Save as a template’ button will appear
  1. If you choose to Save your Meeting Card as a Template, a pop-up box will appear to allow you to name the new Template and Save.
    • You do not need to Save your Meeting Card as a Template, however this option is available if you want to use the same Meeting Card for a future meeting.
    • Please note that you can only Save as a Template from the Create meetings page, you cannot Save as a Template from Edit Meeting 
  1. You can manage your saved Templates from the Manage Templates page 

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Updated on 12 November 2020

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