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 on '+Add meeting'
   
   
    
2. Add a meeting title e.g. Freedom Map Projects Steps.
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 on 'Add'.
   
   
    
7. Click on the meeting hyperlink (or the view icon) to access the meeting. Right click to open the meeting in a new chrome tab.
   
   
    
8. Click on '+Add agenda item'.
   
   
    
9. Click on 'Import meeting agenda template'.
   
   
    
10. Select a template from the dropdown list e.g. Freedom Map Project Steps.
11. 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.  
12. Leave the status as 'Not started'.
13. Select a due date to be assigned to each agenda item (optional). 
    The due date can be assigned later.
14. Click on 'Create'.
     
     
15. Your meeting agenda is ready.