How to create a new template for meetings?
Category: CFR
Profit.co provides the option to create a new template while scheduling a new meeting.
Why this feature?
- In these predefined templates, you can add topics, which helps in creating a structured agenda.
- By adding topics to a meeting application, you can keep track of what was discussed and agreed upon.
- The topics discussed can be used as points of reference for a summary.
Step 1
Navigate to Settings → Meetings from the left navigation panel and switch to the Templates tab. Click on the +Create Template button to create a new template.
Step 2
When scheduling a new meeting, you can include a predefined template.
Related Answer Post
To learn about the process of setting up recurring meetings, click here.
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