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.