How to create a template

1. From the Meetings tab, select the meeting that contains the agenda that will be used to create a template. 

2. On the “Agenda” screen, select the <Template> button.

3. “Copy Agenda to a Template” dialog box will appear, a new name for the agenda can be created or the existing name can be used to save the agenda template.

4. Select <Save Template>; 

5. Template Saved message will appear on the “Agenda” screen.