How to deploy global custom templates
Deploy global custom template
1. Navigate to the "Global template" tab within the Decisions Admin portal > Global Template
2. Select an existing public team, or if you do not have any public teams, you will have to create a new Public M365 group to support these features. You can learn how to create an M365 Group.
Note: The group needs to be Public. Depending on your organization's M365 policies, you should ask your IT Admin for help to create this group.
Tip: Creating a new Team in your Teams environment will automatically create a new M365 Group.
3. Search for the group "Decisions Global Templates" or whichever naming convention was used for the new group within the search bar titled "Select group."
4. Click on the Group Name - "Decisions Global Templates" or whichever naming convention was used for the new group.
5. To deploy the team as a Global template, click "Use for Global template."
6. Once selected, you will see the group under the "Existing template data" section of the Global template tab within the Decisions Admin Portal:
7. Click on Templates to upload the Template.
8. Upload your Template under Templates (Documents> Config > Templates)
9. Once completed, you can test it in any of your meetings. If you have any issues, please submit a ticket, and a customer success team member will contact you to help.
To save an Agenda Template Globally:
1. Access a published agenda in Teams or Decisions Web Portal. Click on the 3-line main menu in the upper right corner and click "Save agenda as a template."
2. Name your Template and add some information to the Description box for background info if you like and then select the "Org-wide templates (Everyone)" radio button:
3. To import a globally saved agenda template into a Decisions meeting, follow these steps:
4. Click on the "Select Template" option within the Agenda Builder. This can be executed in the Outlook environment as well as in the Teams or Web Portal environments for Decisions: 
5. Scroll down to locate the "Org-wide templates," and all agenda templates that have been saved globally will be available for import: 
