Meeting Templates
Meeting templates allow you to create meetings more quickly and consistently. A template stores the meeting’s core settings (such as the meeting name, type, duration, description, and platform) so you don’t need to re‑enter the same information each time. Templates help organizations save time, maintain consistent meeting records, and ensure meetings follow standardized formats.
Access
Administrators and Coordinators only
In the Organization Management Module, select Meetings from the sidebar menu. In the drop‑down menu, select Templates.
The Templates page will be displayed.
The Meeting Templates Page
The Templates page displays a list of all existing templates in a table. Each template includes:
- Name - the template’s name
- Type - the meeting’s main category or classification
- Create Meeting - start a new meeting using this template
- View - open the template to review its settings
- Edit - update the template’s details
How to Create a Template
Select New Template to open the template creation form.
The Create a New Template page will be displayed.
The template form contains the same fields used when creating a meeting, with two important differences:
- Template Name is the first field.
This name is used to identify the template on the Templates page. - Meeting date, time, recurrence settings, and group leader assignments are not included.
Templates do not store scheduling information or group leader assignments. These must be added later when you create a meeting from the template.
Complete the form, then click Save and Create Meeting Template.
Your new template will appear in the Templates list and can be used immediately to create meetings.
How to Create a Meeting Using a Template
To create a meeting from a template, locate the template you want to use. Select Create Meeting.
The meeting creation form opens with all template fields pre‑filled.
- Add the meeting’s date, time, and recurrence settings.
- Select the group leader assignments for the meeting.
- Adjust any other fields as needed.
- Click Submit to add it to the calendar.
How to Edit a Template
To update an existing template, select Edit next to the template.
The Edit Template form opens. Update the template as necessary, then click Update Meeting Template to apply your changes.
How to Delete a Template
If your organization no longer needs a template, select View next to the template.
On the template details page, choose Delete Template.
Click OK to confirm the deletion.
