Agenda Templates

Why Templates

Most boards run the same skeleton every meeting: call to order, roll call, approval of minutes, consent agenda, new business, adjournment. A template stores that skeleton so each new meeting starts prepopulated.

Creating A Template

1. Go to Templates in your workspace.
2. Create a new template and name it, for example "Regular Monthly Meeting".
3. Add sections and agenda items exactly as you would on a real agenda.
4. Save. Item types, requires-a-vote flags, and descriptions all carry over.

Using A Template

When you create a meeting, choose Start From Template and pick one. The full section and item structure is copied into the new meeting, where you can edit freely without affecting the template.

Saving An Existing Agenda As A Template

If you have built a good agenda from scratch, use Save As Template on the meeting to turn it into a reusable template.

Templates copy structure, not attachments, minutes, votes, or attendance.