Create and manage agenda templates

Creating an agenda template provides structure, ensures focus, and maximizes productivity. It helps clarify objectives, allocate time effectively, and guide participants through the meeting topics efficiently.

Engagedly offers predefined meeting templates curated by industry experts, which are available in the Engagedly templates library.

Any participant can create agenda templates and manage them if required. They can select the Engagedly template or create one based on the organization's requirements.

Navigate to the Candy  Box on the left pane and select Meetings.

Create agenda template

You can create agenda templates and view them in the My Templates drop-down.

1. Click Explore at the top right.
2. Click the View By drop-down and select My Templates.

You can select the Engagedly templates if required.

  3.   Click Create Agenda Template at the top right.

  4.   Type the title and description.

  5.   Click Add Discussion Point, type the discussion point, and click outside the field to save it.

  6.   Click Save Template.

You can add multiple discussion points to a template.

While adding discussion points to the agenda template, you can manage them by rearranging, editing, and deleting them.

• Drag the Six Dot Icon beside the discussion point to rearrange it.
• Click the discussion point to edit it.
• Click the Delete Icon on the right side of the discussion point to delete it.

You can view the templates that you created in the My Templates drop-down.

Manage agenda template

You can manage the agenda templates that you created.

1. Click the Overflow Menu on the right side of the template that you created.
2. Select Edit or Delete as required.

After creating the agenda template, you can use it when creating a meeting. Learn more in Create and import meeting.