Creating and Updating a Meeting Agenda Template

Important Notes:

• An agenda saved as a template can be loaded into a future meeting and can be further customized for that meeting.
• It is most useful for easily loading consistent meeting topics such as 'introductions' or 'Reading of previous minutes' but can be used to save complete agendas for future use.
• Currently only one agenda template is available per group.
• Loading an agenda template will delete any existing topics. You may however add topics or edit the agenda as required after loading the template.
• You cannot load an agenda template if any existing items possess associated meeting minutes as those cannot be removed from the agenda.

Creating an Agenda Template

1. First, create the agenda you wish to save as a template by creating a meeting agenda for a meeting or accessing a previously created agenda. Information for creating an agenda can be found by clicking here.

2. Next, click the drop-down arrow next to the save button, and then click the 'Save as Template' option.

3. If another agenda was previously saved as a template, confirm your desire to overwrite the existing template by clicking the green 'Yes' button in the lower right corner of the confirmation dialogue.