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 → General → Meeting minutes → Templates.
Section types
- Agenda — the points to discuss.
- Decisions — decisions taken.
- Attendance — who was present.
- Custom section and free text — for anything that doesn't fit the standard types.
Step by step: creating a template
- Click New template.
- Give the template a name and optionally a description (multilingual).
- Add sections and choose each section's type and title.
- Optionally enter default content that pre-fills in every set of minutes.
- Mark a section as required if it must always be filled in.
- Use the arrows to adjust the order of sections.
- Save.
Default template and actions
- Use the star button to set a template as the default; it's suggested for new minutes.
- 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 planning permission.
Troubleshooting
- A template doesn't appear for new minutes. Check that it's saved and that you've chosen the right organization part.
- 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. Templates live under the tasks module: it's off for your organization, or you don't have the manage planning permission. Ask a lead administrator to enable the module or grant you the permission.
Related
- Meeting minutes — apply your template when recording a meeting.
- Tasks — action items from minutes end up there.