How to Customize Your Meeting Templates

Table of Content

How to Star Your Favorite Templates

How to Edit a System Template

How to Set a Template as Default

How to Create Your Own Template

How to Apply a Template to a Meeting

How to Star Your Favorite Templates

1. Click on on the side menu on the left.
2. Click on the "Templates" tab.
3. Choose the template category from the side menu on the left
4. Go through the templates and open the preview of the ones that caught your attention by clicking on the template card.
5. Star your preferred ones by clicking on the star icon on the template card.
6. Once you star the template, you'll find it in the starred templates section.
   
   

How to Edit a System Template

1. Click on on the side menu on the left.
2. Click on the "Templates" tab.
3. Go to the template you'd like to edit
4. Click on the ellipsis and choose duplicate.
5. Edit the template and click save.
6. You'll find it under the "My templates" section.

How to Set a Template as Default

1. Click on on the side menu on the left.
2. Click on the "Templates" tab.
3. Go to the template card you wish to set as default.
4. Click on the ellipsis on the card and choose "Set as default."
   
   

How to Create Your Own Template

1. Click on on the side menu on the left.
2. Click on the "Templates" tab.
3. Click on "+Create template" on the top right.
4. This will open a window similar to a content space in a meeting room
5. Create agenda items, action items, polls, and decisions.
6. Add a title to your agenda and click "Create."
7. You'll find the newly created agenda under the "My templates" section.
   
   

How to Apply a Template to a Meeting

1. Click on on the side menu on the left.
2. Click on the "Templates" tab.
3. Go to the template you wish to apply.
4. Click on it to open the preview window.
   
   
5. Click "Apply template."
6. Type the name of the meeting and click apply.