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How to create "My Templates"
How to create "My Templates"

Add all your customer agenda items and add them with one click

Ganindu Porage avatar
Written by Ganindu Porage
Updated over a week ago

As you build workspaces you may find some agenda items are used in more than one workspace. This will be the case if you are managing a team and conducting your weekly one-on-ones. We have the perfect solution for this so that you do not have to type the same agenda item/s over and over.

To create your own template, please go to --> New Workspace --> My Templates --> select Create New Template and add your agenda item.

Once a custom template has been created, it will be shown on "My Templates". To add this template to a brand new workspace. Simply, select My Templates --> locate the template --> Click Use Template.

If you are looking only to add a few agenda items from a template you have created to an existing agenda, please open the agenda which you are looking to add the agenda items, click on "Add Suggestions" --> Agenda Templates --> Select "My Templates". Locate your template and click + or add all.

Sharing Templates Across Your Organization

If you would like to have templates available for all members of your organization, you can do so by upgrading your Hypercontext workspace to our Business Plan. Click here to learn more about our Business Plan and if you would like to book a call for a free month, click here to speak with us!

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