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Agenda Template

Create and Save an Agenda as a Template

Do you want to create and save an agenda as a template for a meeting type that happens frequently? It is possible with Beenote! Follow these few steps to save time when planning your next meeting.

This function is available in both Beateam and Beeboard!

 

Create an Agenda

You must first create an agenda for a new meeting.

1.To create your agenda simply click on the icone-plus to the right of My meetings or click on the New meeting button in the top bar of your page. This one is always available when you navigate in Beenote.

2. Then select Meet Later.

3. Write your agenda.

 

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

 

Save the Agenda as a Meeting Template

1.While in the Agenda section of the agenda, select Templates on the right.

2.The templates window will open. Click on Save.

3.You can then give your template a name and determine if the template will be for personal use or to share with the entire organization.

4.Click on Save at the button corner of the window.

Start a Meeting with a Template

Would you like to start a meeting with a template? It’s simple! Follow these few steps to get started quickly on the agenda for your next meeting.

This function is available in both Beateam and Beeboard!

To do this, you must first have created a meeting template from the agenda of a previous meeting.

 

Create a new meeting

You must first create an agenda for a new meeting.

Select a Meeting Template

1.When you are in the Agenda section of the agenda, select Templates on the right.

2.The templates window will open. The list of meeting templates you have saved can be found here. Choose the one you want to use.

This icon indicates that the template has been shared with the organization.

This one indicates that this is a personal template.

icone-apercu-modeleTo see a preview of the template.

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

 

Article of interest: 5 simple tips for a more effective meeting

Change a Meeting Template

Would you like to change a saved meeting template? Follow these few steps to make the changes.

Create an Agenda and Select a Meeting Template

To do this, you must first have created a meeting template from the agenda of a previous meeting and select a meeting template. You can reproduce the steps in the previous section.

 

Change the Template

1.The template you want to modify has opened as the agenda in the meeting.

2.You can now make any changes you want.

 

Save the Agenda as a Meeting Template

1.While in the Agenda section of the agenda, select Templates on the right.

2.The templates window will open. Click on Save.

3.You can then give your template a new name (1) and determine if the template will be for personal use (2) or to share with the entire organization (3).

4.Click on Save at the button 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.

 

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 use or a meeting template that has been shared with the organization. Follow these few steps to get there.

You will not be able to delete a meeting template shared with the organization that was not 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 you have saved. Choose the one you want to delete.

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

4.Press Delete.

 

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

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