Create and manage org templates

Meeting templates help streamline discussions, improve productivity, and ensure important topics are not missed. Creating a meeting template provides structure, maintains focus, and maximizes efficiency. It clarifies objectives, allocates time effectively, and guides participants through the meeting topics seamlessly. Templates save time, ensure consistency, and keep meetings organized.

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, available in the Engagedly templates library.

You can select templates from the library or create one based on the organization's requirements. After creating them, you can manage them if required.

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

Create org template

You can create an org template.

1. Go to Templates on the left pane.
2. Select the Org Templates tab and click Create at the top right.
3. Type the title and description.
4. 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.

  5.   Click Save Template.

The template is saved in the My Templates and Org Templates tabs.

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 org template

After creating a template, you can manage it if required.

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

Push template to library

When you create a template in the My Templates tab, the Push to Library option appears. After pushing a template to the library, it is saved in the Org Templates, making it accessible to all employees.

1. Go to Templates on the left pane.
2. Select the My Templates tab.
3. Click the Overflow  Menu on the right side of a template.
4. Select Push to Library.