How to add and edit a meeting template

1 - To access the obi® Meetings module, select "Meetings" from the Project Management module on the left-hand side of the screen.

2 - From here, locate and click on the meeting settings icon (cog) in the top-right corner of the screen.

3 - On the settings page, you will see all of the templates that your organisation has created. You can add new templates by clicking the "Add Meeting Template" button on the right-hand side of the log.

4 - A pop-up card will appear, prompting you to enter your template title and section titles. You can add as many as you want. When finished, please click Save Meeting Template.

5 - To edit a meeting template, use the search bar on the right-hand side of the log to find your meeting template, and then click the Edit button on the left-hand side of the screen.

6 - The pop-up card will appear, allowing you to edit the template details.