Save as a Template
- 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
- 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
- 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 can manage your saved Templates from the Manage Templates page