Meeting Templates

This section allows you to see and modify existing meeting templates or create new ones tailored to your organization's meeting topics and requirements.

Creating New Meeting Template

• In order to create new custom template, click 'Add Template' in the upper right corner of the screen. Fill details including new template Name, Description and Talking points you would like to include.

Managing Meeting Templates

• Available actions for managing meeting templates include editing or deleting specific meeting template. You can edit meeting template including Name, Description and Talking points (edit, delete or add new talking points). Note that once you edit and save the template, changes within that template will be permanent. Also, if you choose to delete specific template it will be permanently deleted from the system.