How to copy, move or delete agenda templates

Agenda templates are reusable agendas that exist on a per Group/Team level. If you want to use the same agenda template in several groups, then it must be copied.

This guide explains how to copy/move or delete agenda templates.

Agenda templates are stored in SharePoint folders. If you are experienced with SharePoint, then you can follow the quick steps section below. Inexperienced users should follow the detailed steps section below.

Quick steps

  • Open a Decisions agenda in the Group/Team where the source agenda template is present.
  • On the Decisions menu, select “Open meeting folder” (SharePoint opens).
  • Click “Documents” (left menu).
  • Click “Config,” then click “Templates.”
  • Locate the folder that matches the agenda template.
  • On the context menu for that folder, select the required action: "Copy to/Move to/Delete."

To copy/move:

  • Select or browse for the destination Group/Team.
  • Navigate to the “Documents/Config/Templates” folder and copy/move.

Note: Create the “Templates” folder if needed.

Detailed steps

  • Open a Decisions agenda in the Group/Team where the source agenda template is present.
  • On the Decisions menu, select “Open meeting folder” (SharePoint opens).
  • Click “Documents” on the left menu. Then Click “Config,” then  “Templates.”
  • Locate the folder that matches the agenda template you want to copy/move/delete.
  • On the context menu for that folder, select the required action.

To copy/move the agenda template:

  • Select  “Copy to” (or "Move to") from the menu.
  • Now click on the Group/Team where the template should be copied to, or click “Browse sites” if you don’t see it.
  • Navigate to the “Documents/Config/Templates” in the destination group and click “Copy here.”
  •  Click “Documents," then “Config,” then “Templates,” then “Copy here.”

Note: If there is no folder called “Templates,” then you must create it; “New Folder,” call it “Templates.”

The agenda template will now be copied to the new destination group.