With meeting-minutes templates you define a fixed structure that you reuse each time you create minutes. A template consists of sections — for example agenda, decisions, attendance and free text — which you order and name yourself. That way every meeting follows the same layout.
Where to find it
Sidebar → Organization Management → Meeting Minutes → Minutes Templates.
Section types
- Agenda — the points to discuss.
- Discussion — how the discussion went.
- Decisions — decisions taken.
- Action Items — what needs to be done and by whom.
- Attendees — who was present.
- Voting — the outcome of a vote.
- Custom Section and Free Text — for anything that doesn't fit the standard types.
Step by step: creating a template
- Click New Template. The form opens on the Türkçe tab.
- On that tab, enter the Template Name (required) and optionally a description. On the Nederlands, English and العربية tabs you only fill in a translated name and description.
- On the Türkçe tab, add sections and choose each section's type and title.
- Optionally enter default content that pre-fills in every set of minutes.
- You can mark a section as required. Note: this is saved, but not enforced when the minutes are filled in.
- Use the arrows to adjust the order of sections.
- On the Türkçe tab, optionally tick Set as Default, then save.
Default template and actions
- Use the star button to set a template as the default. It is not preselected for new minutes; in the Template dropdown it shows "(Default)" after its name.
- Duplicate a template as the basis for a variant.
- Edit or delete existing templates.
Tips
- Keep templates short and recognisable — one per meeting type (board, committee, team).
- Default content is handy for fixed opening or closing points that recur every time.
Frequently asked questions
Do I have to use a template? No, a template is optional — you can also build minutes from scratch. A template does save time.
Do existing minutes change if I edit a template? No. A template provides the structure at creation; minutes already drafted stay unchanged.
Who can manage templates? Administrators with the Manage meeting minutes permission (manage_minutes). Manage planning is not enough.
Troubleshooting
- A template doesn't appear for new minutes. Check that it's saved. Templates apply to the whole organization, regardless of the organization part. You can only use the Template dropdown for new minutes, not for minutes that already exist.
- I can't change the order. Use the arrows next to each section to move it up or down.
- I don't see the templates page. The Meeting Minutes menu only appears when the Tasks module is on (it is in every plan) and you have the Manage meeting minutes permission. Ask an administrator with Manage admins to grant it.
Related
- Meeting minutes — apply your template when recording a meeting.
- Tasks — an action item becomes a task when you click Create Task in the minutes; this does not happen automatically.