Process

Creating a List

  1. Within Lists & Templates, click on View Meeting Minute Templates

  2. Click Add List at the top right corner, and enter in a name. This can be edited at a later time.

  3. Click Add Category to add categories. Categories help you organize similar topics within one category.

  4. Once you are done adding categories, you can now add Topics.

  5. Once you are done adding Topics, you can now create a template from this list!

Creating a Template

  1. Click on the Templates tab at the top.

  2. Click Add Template at the top right corner. You will be prompted to name the template, which can be edited later.

  3. On this page, you are able to edit the Template Name, add a description to help your employees find this template, and add in Questions from the List you just created.

  4. To add Questions from the list, select the ones you'd like to add, and then click the right arrow to bring it over to the template. Use the double arrow to bring all of them over if applicable.

  5. Once you are done, click Actions > Save Template. You can now use this template on your Meeting Minutes!

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