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
Create agenda from template

  • 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.