Manage agenda templates in Boardeaser

By using agenda templates, you streamline meeting preparations and ensure that important items are always included. Templates are available to all users with the appropriate role within the organisation.

Table of contents

• Create a new agenda template
• Save an existing agenda or minutes as a template
• Use a saved template in a meeting
• Edit and delete templates
• Share and import template

Create a new agenda template

If you want to build a standard structure for future meetings, you can create a template entirely from scratch.

1. Click on Meetings > Agenda templates in the left menu.
2. Click the New agenda template button.
3. Name the template (e.g. "Board Meeting Standard") and click Save.

4. The next step is to add and structure agenda items. You can set time estimates, specify item type, and add recess after an item. Then you can enter the item description and the minutes text.  Changes are saved automatically, but you can also save manually by clicking the "Save" button.

   Tip: You can use hashtags # and work with standard phrases when writing the item description and minutes. See more in the guides Hashtags in the meeting process and Introduction to Standard Phrases

   You can read more about available item types in the guide Item types in agenda and minutes

   For instructions on moving created items, see the guide Move an agenda item

Save an existing agenda or minutes as a template

You can convert an agenda from a specific meeting into a reusable template.

1. Open the relevant meeting and go to the Agenda tab.
2. Click on the three-dot icon (···) at the top right and select the Save as template option from the dropdown list.
3. Enter a name for the template and click Create. The template is now available in the organisation.

Note: You can create an agenda template from an active or archived minutes. 

• Active minutes: Click "Meetings" then "All meetings" in the left menu. Click on the Minutes tab in the meeting and then the "Edit minutes" or "View minutes" button. Click the three-dot icon (···) at the top right, and select the "Save as agenda template" option.
• Archived minutes: Click "Meetings" then "All meetings" in the left menu. Select the "Archived meetings" tab. Click the "View archived minutes" button for the specific meeting. Click the three-dot icon (···) at the top right, and select the "Save as agenda template" option.

Use a saved template in a meeting

When you create a new meeting, you can quickly apply your saved template.

1. Create a new meeting by clicking Meetings > Schedule meeting in the left menu.
2. When you reach the agenda step, a list of available templates in the organisation will be displayed.
3. Select the desired template by clicking the Use button.

Note: You can always edit the items in the specific meeting after the template has been applied without changing the original template.

Edit and delete templates

To keep your organisation's templates up to date, you can make adjustments at any time.

• Edit: Click on Meetings > Agenda templates in the left menu. Click the three-dot icon () next to the template you wish to edit and select Edit from the dropdown list.
• Delete: Click the three-dot icon (···) next to the template you wish to remove and select Delete from the dropdown list. Note that this does not affect meetings that have already been created using the template.

Share and import template

It is possible to share created templates between your different organisations.

• Publish template: See the guide Publish a template/template package
• Import template: See the guide Import a template/template package