Add meeting agenda and minutes templates
To add a template, open the admin console, go to Manage Domain(s), expand your domain and click Template. Choose Template For Meeting Agenda or Template For Minutes Of Meeting, enter a Subject, write the Agenda text with tags from Select Tag, and click Save. Saved templates are listed below with Edit and Delete.
How to add meeting agenda and minutes templates
Where: Admin console › Manage Domain(s) › your domain › Template
- Open Manage Domain(s), expand your domain and click Template.
- Open Template For Meeting Agenda or Template For Minutes Of Meeting.
- Enter the Subject, then write the Agenda text. Use Select Tag to insert tags.
- Click Save.
- To change a saved template, click Edit in List of Saved Template, change it and click Update.
Fields
| Field | What it does |
|---|---|
| Subject | The name of the template. Required, up to 300 characters. |
| Select Tag | Inserts a tag into the text where your cursor is. The tag is replaced with the real value for each meeting. |
| Agenda | The template text, in a rich-text editor. Required. |
| Save | Adds the template. |
| Update | Appears while you edit a saved template. Saves your changes. |
| Reset | Clears the form. |
| List of Saved Template | Shows each template's number and Subject, with Edit and Delete under Actions. |
Tags in Select Tag: DESIGNATION, LIST OF ATTENDEE, MEETING DATE, NAME OF CREATOR, SUBJECT, TIME WITH TIMEZONE, TODAY DATE, VENUE, NAME OF SECRETARY, NAME OF CHAIRMAN and ATTENDEE COUNT.
Example
Anita creates a minutes template for
acme.inwith the heading "Minutes of [[MEETING DATE]]", then VENUE, LIST OF ATTENDEE and NAME OF SECRETARY tags. She clicks Save.
Good to know
- The two tabs keep separate lists: one for agendas and one for minutes.
- Tags are written in double square brackets, such as [[VENUE]].
- Templates belong to your domain.
Common questions
How do I change or remove a template?
In List of Saved Template, click Edit to load it into the form and then Update, or click Delete and confirm. Reset clears the form.
How long can the subject be?
Up to 300 characters. The subject and the agenda text are both required.