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.

New_Template

Step 2

When scheduling a new meeting, you can include a predefined template.

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To learn about the process of setting up recurring meetings, click here.

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