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Org-wide agenda templates

Learn how org-wide Agenda templates work in Decisions.

Overview of org-wide agenda templates

Org-wide agenda templates let your organization standardize meetings across teams and business units. Org-wide templates can be used by everyone in your organization.

Configuring org-wide templates

Create new org-wide agenda template

1. Access an existing, published agenda in Decisions for Teams or Decisions for Web. Click on the 3-line main menu in the upper right corner and click "Save agenda as a template."
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2. Name your template and add some information to the description box for background info, and select the "Org-wide templates (Everyone)" radio button.

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How to import a previously saved agenda from global templates

1. Click on the "Select Template" option when starting the Agenda (options may vary in location if you start the agenda from Outlook). 

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2. Select from any of the available templates. "Org-wide templates" and your personal templates will show for every meeting. Team-specific templates will only show for meetings stored to that specific team. 

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3. Select the template you want and pick 'Apply'

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