How Do I Add a Meeting Using a Template?

Easily set up a meeting using a template.

View Meeting Templates

1. Navigate to the Meetings Page.
2. Open the Meetings List: Click the down arrow beside the meeting title.
3. Browse Templates: Navigate to the Templates tab and select a meeting template to preview its agenda.

Add a Meeting Using a Template

1. Click Add Meeting in the top right corner.

2. Select a Template:

   •  Select the Copy settings and agenda items from checkbox.

   • From the dropdown, Select a template.

3. Enter Meeting Details:

   • Meeting Name
   • Type: Recurring (daily, weekly, etc.) or Single Occurrence
   • Frequency: Defaults based on the selected template
   • Time
   • Attendees: Add individuals, select a team, or select All Hands Meeting
   • Location: Add a Zoom link or meeting room

4. Click Add Meeting to finalize.

Using templates helps streamline meeting setup and ensures consistency.