How do I create a protocol template?
Note: To be able to create log templates, you must have organization admin rights. => Rights and roles within the organization
Minutes templates are used to save the structure (numbering), titles, as well as texts of agenda items/tracts and minutes items as a template. Thus, employees of your organization can select the template when opening a new series of meetings.
To create a template, you must create new minutes in an existing session series or open an existing draft.
Note: How to create a new protocol is explained in the following helparticle => How do I create a new protocol?.
Click Protocols (1.) and open the desired session series. Then open an existing Draft (2.) or create a new protocol by clicking the + New Protocol button (3.), which you then want to save as a template.
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The detailed view of the protocol opens. Click on the three items (1.) and then on Create Log Template (2.).
Note: Create the entire structure of the draft minutes with the titles and texts of the agenda items/tracts and minutes items before proceeding and creating the template.
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Define the template name (yellow highlighted area) and then click the Save button.
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The protocol template is now created and available to all employees in your organization. When you open a new protocol, you can click the Log Template option (1.) and select the desired Template (2.). After that you can click the Open log button (3.).
Note: The protocol templates can be used organization-wide in all projects.
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Minutes templates are used to save the structure (numbering), titles, as well as texts of agenda items/tracts and minutes items as a template. Thus, employees of your organization can select the template when opening a new series of meetings.
To create a template, you must create new minutes in an existing session series or open an existing draft.
Note: How to create a new protocol is explained in the following helparticle => How do I create a new protocol?.
Click Protocols (1.) and open the desired session series. Then open an existing Draft (2.) or create a new protocol by clicking the + New Protocol button (3.), which you then want to save as a template.
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The detailed view of the protocol opens. Click on the three items (1.) and then on Create Log Template (2.).
Note: Create the entire structure of the draft minutes with the titles and texts of the agenda items/tracts and minutes items before proceeding and creating the template.
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Define the template name (yellow highlighted area) and then click the Save button.
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The protocol template is now created and available to all employees in your organization. When you open a new protocol, you can click the Log Template option (1.) and select the desired Template (2.). After that you can click the Open log button (3.).
Note: The protocol templates can be used organization-wide in all projects.
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Updated on: 25/09/2023
Thank you!