---
title: Create and manage meeting templates
description: Meeting templates help streamline discussions, improve productivity, and ensure important topics are not missed.
---

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2. [Meetings Module](https://help.engagedly.com/meetings-module?hsLang=en)
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# Create and manage meeting templates

Meeting templates help streamline discussions, improve productivity, and ensure important topics are not missed. They provide structure, maintain focus, and maximize efficiency. Templates clarify objectives, allocate time effectively, and guide participants through discussion points, saving time, ensuring consistency, and keeping meetings organized.

Engagedly offers predefined templates designed by industry experts, which are available in “Engagedly Templates”.

Employees, managers, and admins can create personal templates, which are saved in “My Templates”and are accessible only to them.

Admins can create org templates tailored to the organization's needs and push them to the library, making them accessible to all employees.

After creating templates, manage them if required.

Navigate to **Apps \> Meetings \>** **Templates**.

Perform the action relevant to your role:

**For admins:** Go to the **OrgTemplates** tab and click **Create** at the top right.

**For all users:** Go to the **MyTemplates** tab and click **Create** at the top right.

After you navigate to the respective section, follow these steps:

### **Create my template**

1. Enter a title and description.
2. Click **Add Discussion Point**, type the discussion point, and click outside the field to save it.

Add one or multiple discussion points as required.

      3.  Click **Save Template**.

The template is saved in “My Templates”.

### **Manage my template**

After creating a template, modify it if required.

1. Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** beside the template.
2. Select **Set as default**, **Edit**, **Clone**, **Push to Library**, or **Delete** as required.

![Create and manage meeting templates1-1](https://help.engagedly.com/hs-fs/hubfs/Create%20and%20manage%20meeting%20templates1-1.jpg?width=670&height=311&name=Create%20and%20manage%20meeting%20templates1-1.jpg)

When admins create a template in “My Templates”, the “Push to Library” option becomes available. After pushing a template to the library, it is also saved in the “Org Templates”, making it accessible to all employees.

**ℹ️Additional information:**

- Templates in “My Templates” are visible only to their creator.
- Selecting “Set as Default” marks the template as the default one, so it is automatically applied whenever you create a new meeting.
- You can set only one template as the default at a time.
- Only admins can push templates to the library.
- Engagedly templates are not editable.

You can use saved templates when creating a meeting. Learn more in [Create and import meeting](https://help.engagedly.com/create-and-import-meeting-1?hsLang=en).

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