All Collections
How - Tos
Agenda Features
How to create a template using an active agenda
How to create a template using an active agenda
Ganindu Porage avatar
Written by Ganindu Porage
Updated over a week ago

This article will show you how to create a template using an existing agenda.

Step 01: Open the workspace where you have the current agenda. Click on the three dots on the top right-hand corner of the workspace --> Select "Save agenda as template"

Step 02: This will open up the current agenda items on a template builder window where you can add a name to the template, edit/delete any agenda item or change the order. Once you have made the changes, click "Save Template"

Once it has been successfully saved, the template will appear on your My Templates section.

Did this answer your question?