Create and manage agenda template

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. Go to Templates on the left pane.
2. Type the title and description.
3. Click Add Discussion Point, type the discussion point, and click outside the field to save it.
   

You can add one or multiple discussion points to a template.

  4.   Click Save Template.

The template is saved in the My Templates tab.

While adding discussion points to the template, you can manage them.

• Click the discussion point to edit it.
• Drag the Six-dot Icon to reorder the discussion point.
• Click the Delete Icon on the right to remove it.

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.