Go to the Meetings page. To view the Meeting Templates before you choose one, select the down-arrow beside the Meeting tab as shown below.
Scroll down to where it says Global Templates.
Click on any of the meetings listed in Global Templates to View the Agenda.
For example when you click on the 'Metronome - Daily Huddle', you will see the how the agenda is set-up for this template.
When you're ready to add your meeting, select '+ Add Meeting' in the top right corner of the page.
To use a meeting template, select the 'Copy settings and agenda items from' box, next scroll down the drop-down menu and select the template you would like to use.
You can now enter the rest of the information for the Meeting such as:
- Meeting Name:
- Type: Recurring (daily, weekly etc.) or a Single Occurrence meeting
- Frequency: Daily, Weekly, Quarterly. (The meeting template type you chose will default). Note: for Quarterly Meeting, you will be able to select first, second, third month in the Quarter.
- Time:
- Attendees: You can individually select Team Members or use the Teams section to select an org unit. If you wish all Team Members to be invited, select the "All Hands Meeting" tab
- Location: Add Zoom Link or add Conference Room A for example
Once you have all the correct information entered, select Add Meeting.