Create and manage org templates

Admins can create an org template, promoting efficiency, clarity, and alignment with organizational goals and objectives. This helps 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.

You can select the Engagedly template or create one based on the organization's requirements.

You can manage them if required.

Navigate to the Candy Candy box1 Box on the left pane and select Meetings.

Create org template

You can create an org template.

  1. Click Explore at the top right.

Create org template1

  2.   Click the View By drop-down and select Org Templates.

You can select the Engagedly templates if required.

  3.   Click Create Agenda Template at the top right.

Create org template2

  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.

Create org template3

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

Manage org template

You can manage the agenda templates that you created.

  1. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right of the template you have created.
  2. Select Edit or Delete as required.

Create org template4

After creating an org template, anyone in the organization can use it when creating a meeting.