Write a meeting agenda from a template
To use an agenda template, open the meeting in Calendar and click Agenda from Template. Pick a template from the Template List, or write your own and insert fields with Select Tag. Click Preview, then Set as Agenda. Fields such as subject, venue, meeting date, chairman and attendee list are filled in from the meeting.
For: EveryoneWebTime-saving● Unique to XgenPlus
How to write a meeting agenda from a template
- Open the meeting in Calendar and add the attendees, with their Chairman and Secretary roles.
- Click Agenda from Template.
- Choose a template from the Template List, or type your own text and insert fields with Select Tag.
- Click Preview to check the filled-in agenda.
- Click Set as Agenda. Optionally click Save as Template to reuse your version.
When to use it
Meera, company secretary at a cooperative bank, picks the "Board Meeting Agenda" template for the monthly board meeting. The date, venue, chairman and the list of directors fill in by themselves, so every notice follows the same format.
Fields you can insert
| Tag | Filled in with |
|---|---|
| SUBJECT | The meeting subject. |
| VENUE | The meeting venue. |
| MEETING DATE | The meeting date. |
| TIME WITH TIMEZONE | The start time and time zone. |
| LIST OF ATTENDEE | Everyone invited. |
| ATTENDEE COUNT | How many people are invited. |
| NAME OF CHAIRMAN | The attendee marked Chairman. |
| NAME OF SECRETARY | The attendee marked Secretary. |
Good to know
- You can also Print the agenda, Reset it, or delete a template you saved.
- Use Save New to keep a new template, or Update to change one you saved earlier.
Common questions
Where do the shared templates come from?
Your administrator can publish agenda templates for the whole organisation. They appear in the Template List next to the templates you saved yourself.
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Updated 2026-10-28