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      Create and manage meeting template

      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.

      1. Go to Templates on the left pane.

      Perform the following actions relevant to your role:

      Persona

      Task

      Navigation

      Admin

      Create an org template

      		  2. Go to the Org Templates tab and click Create at the top right.

      Employee, Manager, and Admin

      Create my template

      		  2. Go to the My Templates tab and click Create at the top right.

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

      Task

      Steps

      Create template

       3. Enter a title and description.

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

      Add one or multiple discussion points as required.

       5. Click Save Template.

      The template is saved in “My Templates”.

      Manage template

      After creating a template, modify it if required.

       3. Click the Overflow undefined-Nov-03-2025-01-24-11-2983-PM Menu beside the template.

       4. Select Edit, Push to Library, or Delete as required.

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

      📒Notes:

      • Templates in “My Templates” are visible only to their creator.
      • Only admins can push templates to the library.

      You can use saved templates when creating a meeting. Learn more in Create and import meeting.