Meetings: Import a Meeting Template

A meeting template is a pre-defined list of meeting agenda items. Rather than adding agenda items one-by-one, users can create a meeting template and import all the agendas at once. To learn how to create a template, refer to Meeting Agendas & Templates.

Your WizeHub comes with a pre-defined list of meeting templates to help business owners get started with meetings and establish their own meeting rhythms and routines.  

Import a Meeting Template

Go to Execute > Meetings 

1. Click '+Add meeting'
   
   
    
2. Add a meeting title e.g. Merge Meeting.
3. Select a meeting date.  
4. Select a category (optional).
5. Include additional attendees (optional). Select Viewer or Editor access for each attendee. 
6. Click 'Add'.
   
   
    
7. Click '+Add agenda item'.
   
   
    
8. Click 'Import meeting agenda template'.
   
   
    
9. Select a template from the dropdown list e.g. Merge Meeting.
10. Select an agenda owner. 
    The owner will be assigned to each agenda item. The owner is responsible to lead the completion of the agenda items. Each agendas can be re-assigned to other team members later.  
11. Leave the status as 'Not started'.
12. Select a due date to be assigned to each agenda item (optional). 
    The due date can be assigned later.
13. Click 'Import'.
    
     
     
14. Your meeting agenda is ready.