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How to apply a custom template
How to apply a custom template
Ganindu Porage avatar
Written by Ganindu Porage
Updated over a week ago

If you are creating,

1) Brand New Meeting:

If you wish to create a new meeting using a saved template, select "+ New Workspace" --> My Templates".

Hover over your saved template of choice and select Apply Template.

This will create a brand new meeting with the agenda items already populated. You will still need to sync the meeting to a calendar event and invite meeting attendees.

2) Adding agenda items in a Custom Template to an existing agenda

To add agenda items in a Custom Template to an existing agenda, navigate to your meeting and select Add Suggestion ==> Agenda Templates ==> select "My Templates" from the dropdown

Locate your template and add the entire template by selecting "Add All" or individually by selecting the item.

Editing Your Template

To edit your template select + New Agenda > My Templates. Hover over your saved template and select Preview.

In the preview menu, you will have the option to Delete, Edit or Use Template.

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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