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Meeting template – how do I make a copy of a previous meeting?

If you create a lot of the same meetings in a team, with many of the same items, it is now possible to make a copy of the items from a previous meeting. Both with and without content and across different teams.

How to make a copy OF A PREVIOUS MEETING:

  • Go to the "Meetings" overview
  • Click on the button "Create new meeting"
  • Select a previous meeting you want to make a copy of, in the "Meeting template" drop down box

If you don't want to make a copy of a previous meeting, simply let the list stay on "No template".

Make a copy of a meeting from another team

If you wish to make a copy of a previous meeting from another team, select “Use template from other team”.

  • Now you can choose the team and meeting date you want to make a copy from.

Include content from another meeting

If you wish to include the content from the previous meeting, just tick the box for “Meeting template with content”.

  • Then fill in all the other master data of the meeting and click on "Save"

You have now made a copy of a previous meeting.

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