How to use a template

In order to use a template a new meeting must first be created.  Follow instructions for How to Create new Meetings.

1. On the “Create Agenda” screen, select the <Agenda from Template>.

2. All Agenda’s saved as a template will appear in the drop down list; select the appropriate agenda for use in creating the new agenda.

3. Select <Add Agenda>

4. The agenda will auto populate to the “Update Agenda” screen.

5. Select <Update Agenda> and then select the ‘View Agenda’ link to update or edit items within the agenda.


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