Room Managers, Organization Owners, and Organization Administrators can create and edit templates in rooms and organizations they manage.

Creating a Meeting Template

You can create a new meeting template in one of three ways:

  • Copy an existing meeting template, for example, one you've added from the Template Gallery.
  • Make a template based on an existing meeting.
  • Add a new template and start from scratch.

Copying an Existing Meeting Template

To copy an existing meeting template:

  1. Navigate to the desired meeting room or your organization, then click on the Settings tab. 
  2. Under Meeting Templates, click on the Manage Templates link.
  3. Select Copy from the Actions menu next to the template you want to copy.
  4. In the resulting dialog, confirm that you want to copy the template as described.

Note that if you want to copy a gallery template, you must first add the gallery template to your organization or room.

Screenshot: Copying a meeting template
Copying a meeting template

See Editing a Meeting Template for details on making changes to your new template.

Making a Template Based on an Existing Meeting

To make a template based on a meeting:

  1. In the left navigation, select either "Calendar" or "Meetings" to find the meeting you'd like to use. Click on the meeting title.
  2. Next to the title on the meeting home page, use the Actions menu to choose Make template.
  3. You will be asked whether to include the list of attendees (people who are invited to the meeting) in the template. Choose yes or no.
Screenshot: Making a template from a meeting
Making a template from a meeting

See Editing a Meeting Template for details on making changes to your new template.

Creating a New Meeting Template

To create a new meeting template:

  1. Navigate to the Manage Templates page (select the Settings tab for your room or organization, then select Manage Meeting Templates).
  2. Click Create new template.
Screenshot: Create a new template
Create a new template

You'll see the Create Meeting Template form. See Creating a New Meeting Template for more information on creating a new template.

Editing a Meeting Template

To edit or view details of a template, click the template's name or select Manage template from the Actions menu for the template.

See Editing a Meeting Template for details on making changes to your new template.