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Agenda Template

Want to use a custom agenda template for a frequently recurring type of meeting? It’s possible with Beenote!

Follow these few steps to save time when preparing for your next meeting.

You can even use pre-built Beenote templates.

Create a Custom Agenda Template

To access the templates, you must first Create an Agenda for a new meeting. 

1.Click the New Meeting button in the top bar of the application or click the plus icon icone-plus to the right of My Meetings when you are in your Beespace.

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2. Then select Meet Later.

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3.Complete the agenda sections with the topics (1), the person in charge (2) if applicable, objective(s) (3), and time (4).

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4.When the agenda is complete and ready to be saved as a template, select Templates in the Agenda section.​

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5.The template window will open. Click Save.

6.You will now be able to give your template a name (e.g. Weekly Team Meeting) and determine whether the template will be for personal use or to share with the entire organization.

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7.Click Save in the lower corner of the window and your template will be available to you or the organization to use when writing your next agenda.8

Article that may be of interest to you: How to write an effective meeting agenda?

Start a Meeting with a Template

Want to start a meeting with a sample agenda? It’s easy!

Follow these few steps to quickly start writing the agenda for your next meeting.

To do so, you must first create a meeting template. (See the previous topic)

1. Click New Meeting.

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2.When you are in the Agenda section, select Templates.​

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3.The Templates window will open. The list of meeting templates that you have saved (Your Templates) will be displayed there.

Choose the one you want to use. You also have access to the Beenote templates.

Beenote-Agenda-Template-Step4-Template Beenote

icone-apercu-modeleTo see a Preview of the Template.

choisir-appliquer-modele-reunion Select this icon to choose the Template and apply it.

Edit a Meeting Template

Want to edit a saved meeting template? Follow these steps to make the changes.

1.You must create an agenda for a New Meeting and select the meeting template you want to edit.

2.The template you want to modify will replace the existing one. You can now make the changes you want to make.

3.When your changes are complete, select Templates again.

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4.The template window will open. Click Save.

5.You will then be able to give your template a new name and determine whether the template will be for personal use or to share with the entire organization.

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6.Finally, click Save in the lower corner of the window.

Once you have made changes to the meeting template and saved it, if you do not want to keep the old meeting template, you must manually delete it from your saved templates.

The steps are explained in the next section.

Article of interest to you: Effortless Meeting Management: Start your meeting in less than 20 seconds.

Delete a Meeting Template

It is possible to delete a meeting template for personal or shared use with the organization. Follow these few steps to do so.

Note: You will only be able to delete a meeting template shared with the organization if it was originally created by you.

1.You must first create a New meeting to access the list of meeting templates.

2.Open the list of templates that you have saved. Choose the one you want to delete.

3.Click on icone-apercu-modele to access the template preview.

4.Press Delete.

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Next step, Meeting Roles.

 Article that may be of interest to you: Do you really need these recurring meetings?