Help & Documentation


Using Meeting templates to create a new Meeting

Meeting Template 1

From the meeting options, go to Option 2 - Create a new Meeting from a Template and use the drop-down box to choose from the list of saved meeting then, then click Create.

Meeting Template 2

On the Meeting Details tab, select your required Meeting Name, Start Date & Time, Duration, Description (this one is optional), Duration and Location (see page on Creating a New Meeting for more in-depth instructions) then click Next Step to proceed to the next tab.

Meeting Template 3

Under Participants, you can Add Contacts or An entire Team to your meeting as you require.

Meeting Template 4

Once on the Agenda tab, you can move an item or group by clicking and draging them to the desired location. You can also add new items to a section via the + icon, or delete items by hovering your mouse over them, pressing the trash can icon. Note that you can also click on Clear Agenda and all items will be returned to their original positions, along with the return of any default items you deleted.

(See page on Creating a New Meeting for more instructions and visual guides.)

When finished, click Next Step.

Meeting Template 5

With Files and Resources, you can simply upload files from your PC or add files from the Cloud of your choice.

Once again, when done click Next Step.

Meeting Template 6

On Settings and Save, tick any of the required boxes to set any privacy restrctions, invites for participants, add a To-Do List and so on that you need. Also feel free to leave them unticked if they're not required and when ready, click on Save New Meeting.

Meeting Template 7

You will then be again shown the page confirming the meeting has been successfully created and can then choose to start the saved meeting by selecting My New Meeting, or Create a New Meeting.

Meeting Template 8