In this article, we'll be able to guide you through creating and customizing templates within the Meetings group. These templates are structured collections of information that can be used on a company-wide or individual level. The platform allows Administrators to create templates at the company level, while individual contributors can utilize templates available to them and create "my templates". Let's get started with creating a new template and customizing its content:
Step 1: Accessing the Lists and Templates - Meetings Group
Navigate to the "Lists and Templates" section by going to the left navigation sidebar
Click Meetings
Step 2: Viewing Available Templates
Within the Meetings group, you will see two categories: "Company Templates" and "My Templates."
"Company Templates" include templates available for the entire organization, while "My Templates" are templates you've created or accessed as an individual contributor.
Company templates can only be updated by workplace administrators
Step 3: Creating a New Template
To create a new template, click "Create New Template"
A dialog box will appear, where you can create the template under "Company Templates" or My Templates if you don't have an administrator account type
Provide a name for your template. For example, you could name it "OAC."
Add a brief template description, like "Owner, Architect, and Contractor weekly sync."
Step 4: Configuring Categories and Topics
Start by typing in the name of your category. For instance, "Project Progress."
Under each category, add relevant topics related to that category. For example, we can add "Project Progress" category, some example topics could be "Summary of Work Done," "Work in Progress," and "Pending Tasks,".
After configuring your categories and topics, click the "Create" button in the top right corner to save your changes.
Step 5: Edit and Rearrange Categories and Topics
You can always revisit and edit the template you created earlier.
If needed, you can rearrange the order of categories or topics within the template by clicking and dragging the category or topic to the desired position.
Step 6: Utilizing the Content Bar
On the right side of the template, you will find the Content bar.
The Content bar provides an overview of the template's categories.
Clicking on a specific category in the Content bar will update the page view to that category's location.
After making any necessary adjustments to the template, don't forget to save your changes.
My Templates Functionality
"My Templates" work similarly to "Company Templates," allowing individual contributors to create and manage their templates with the same steps and functionality.
Duplicating Templates
Ability to easily duplicate a template
Archiving Templates
Ability to easily archive a template
Congratulations! You have successfully created and customized templates within the Meetings group. These templates can help you organize and standardize information, making it easier to collaborate and communicate effectively with your team.