Create and apply meeting templates

A template is a preset arrangement of cards – and card content – that can be manually or automatically applied to a meeting in your calendar.

Templates can save you time by not requiring you to retype the same agenda items for a recurring meeting. They can also help you enforce meeting structure by providing a regular notes format that can be re-used in other meetings.

Using templates is a two-step process: first you create a template and then you apply a template to a meeting.

IMPORTANT: you must connect your calendar or manually add a meeting to Meetly (using the method) before you can apply a template to a meeting.

How templates work

The first time you click on a meeting from the calendar view in Meetly, you are taken to that meeting's workspace – where the note cards for that meeting live – and you are prompted to choose a template that will serve as the starting point for your meeting.

If you don't choose a template (by clicking outside the modal), the General template is applied by default. The general template includes four cards: Agenda, Action Items, Notes and Decisions.

The first time you choose a template for a meeting that is part of a recurring series, that template will automatically be applied to future occurrences of that meeting as well.

If you ever want to change a meeting's template, or apply a template to a meeting at a later date, you can do so by clicking on the 3 dots in the upper-right corner of a meeting's workspace and selecting "Apply a template".

Just be aware that if you already have notes in a meeting and then you apply a template to that meeting, those notes will be deleted and replaced by the notes in the meeting template.

Meetly provides several pre-built templates for different types of meetings, but the real value comes from creating your own custom templates tailored to your unique needs.

Create a custom template

There are two ways to create a new template. You can create one from scratch, or create one from notes that you've already entered into a meeting's workspace.

Creating from scratch

If you click on the Templates tab in the leftside navbar, you can create a template from scratch by clicking on the New Template button.

After you give your template a name, you are shown a blank workspace that you have to add cards to one at a time.

You can add as many cards as you like. You can rename the cards. And if you add any items or notes to the cards, that content will also be included in the template.

There are two card formats: list-style cards that allow you to attach due dates and assign people to individual items and note-style cards that allow you to take free-hand notes and format text.

There are also different card types (Agenda, Action Item, Note, and Decision) that are important later on when you want to search for specific notes (as well as some other advanced features), but the main thing to consider when creating a template is whether or not you want to be able to assign people or due dates to items (use list-type), or if you care more about the freedom to add and format content (use note-type). If possible, only use one Agenda card per template/meeting.

Create a template from existing meeting notes

The other way you can create a template is by entering notes in a meeting's workspace and then saving that meeting's notes as a reusable template.

The "Save as template" option can be found by clicking on the 3 dots in the upper-right corner of a meeting's workspace:

This will take a snapshot of the meeting's notes so all cards and the content in those cards will be included in the new template.

Applying a custom template

Templates that you create yourself can be accessed and applied to a meeting by opening the My Templates dropdown in the "Choose a template" modal that appears whenever you click on a meeting for the first time:

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