Templates allow you to standardise and customise how meetings are documented and support your workflow by saving you time.
Using the Template Library, you can create, edit, and assign templates to meeting types so your notes stay consistent and aligned with your workflow. Admins and owners can also assign templates to specific users or groups to ensure consistency across teams.
What the Template Library Does
View all your templates in one place.
Template types are separated for easier navigation.
Use ready-to-use templates or customise them to fit your needs.
Step-by-Step Guide
Go to Setup.
Select Templates - all templates are listed here. If Your templates is empty, you have not created a custom template yet.
Select any system or team template to edit or duplicate it and create a custom version (optional).
Once your templates are ready, go to Meeting types (still within Setup).
Click the gear icon next to the meeting type where you want to add a specific template.
Scroll down to Templates and choose the template you want to use.
For (Template) Admins / Owners: Assigning Templates
Go to the meeting type’s Templates section (Setup → Meeting types → select a meeting type → gear icon → scroll down).
Click Assign to users to assign a template to a specific user or group.
Please note, that whatever is selected within "Your Choice" column by users, will override the account default.
