Agenda Templates

How to add an agenda template

You can create agenda templates for recurring meetings to avoid manually creating the same topics each time. To do this, open one of the meetings in a recurring series. If you are in Calendar view, switch to full-screen mode. Then click More Options and select Add Templates.

A form for creating an agenda template will appear. Fill in the topic, priority, status, assignee, and other relevant fields.

The template will be automatically applied to all future meetings in the series.

Additional resources:

Attaching a Task

Creating an Agenda Item

Editing an Agenda Item

Moving an Agenda Item

Deleting an Agenda Item