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Deploying org-wide artifacts in Decisions 

How to set up the location of org-wide artifacts, and deploy org-wide custom designed templates 

Set up org-wide custom template storage location

1. Navigate to the Org-wide team setup tab in the Decisions Admin Portal
Decisions Admin portal > Org settings > Org-wide team setup


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 this feature. You can learn how to create an M365 Group

Important:

  • The group needs to be Public
  • Group Owners can create and manage the org-wide templates
  • (Since it is Public, all users in your organization can use the templates from this group)

3. Search for the group "Decisions org-wide artifacts" or whichever naming convention was used for the new group within the search bar titled "Select group."


Screenshot 2025-05-29 at 7.58.56 AM
5. To deploy the team as a org-wide template, click "Use for org-wide template."

Screenshot 2025-05-29 at 8.05.31 AM
6. Once selected, you will see the group under the "Existing org-wide team" section of the global template settings tab within the Decisions Admin Portal.

(Note: If you ever need to change the team, you can simple search here again for another team (where you are a Group Admin) to select a new team for org-wide templates.)Screenshot 2025-05-29 at 7.58.56 AM

Create org-wide document templates

Click on the Org-wide Templates tab to upload the Template.

Screenshot 2025-05-29 at 8.02.39 AM

Upload your Template under the Templates folder (Documents > Config > Templates in the SharePoint page that loads upon click).


Once completed, you can test it in any of your meetings.

 

Create org-wide agenda templates