- Help Center
- Features
- Agenda Builder
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Getting Started
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Features
- Meeting List
- Agenda Builder
- Agenda sub-items
- Comments
- Manage Meeting Attendees
- Tasks (Microsoft Planner)
- Logging a Decision
- In-meeting Experience
- Meeting Minutes
- Meeting Engagement Score™️
- Time Tracker
- Meeting Book
- Meeting Planner
- Ordered Speaker List
- Meeting Feedback Score
- Functionality
- OneDrive
- Recurring meetings
- Delegate Access & Shared Calendar/Mailbox
- AI tools (Decisions AI)
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Premium Features
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Apps & Add-ins
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FAQ
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Admin
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Security & Trust
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Use Cases
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Product Updates
Agenda templates
Understand how to create, use, and update agenda templates
Agendas can be saved as templates. This allows them to be reused for future meetings, and can be stored in My Templates, Team Templates, or Org-wide Templates
Save agenda as template
- From Agenda View, click on the hamburger menu (top right of the agenda) and select Save agenda as template
- Save as Team template or My templates.
- Select Use a template from Meeting List or Select template after you have chosen storage location
- Click on desired template to import and then Save as draft
- Edit the agenda items to make any additional changes as needed.