Docket Meeting Templates help you be more efficient when preparing for meetings by reducing the redundancy of creating similar agendas over and over again.

Create Templates

There are several options to creating a meeting template.

My Meetings - Choose any of your own meeting agendas and save as a template
From Scratch - Create a new template from scratch
Docket Global Templates - Choose a template shared from Docket

Create Template From My Meetings

To create a template from your own meetings:

  1. Go to your meeting panel in Docket
  2. Locate a meeting in the list that you would like to use as the template (use your calendar picker if the desired meeting is not visible.
  3. Select the meeting in the meeting panel so the meeting details populate on the right in your meeting workspace.
  4. Click Save as Template at the top of the meeting workspace
  5. Give your template a name. This will be the template name only. When a template is later applied to a meeting, the calendar event title will be the title that is reflected in the meeting agenda.
  6. Choose whether you want to copy the resources as part of the template. This means, if there are any documents or links saved for the meeting selected, you can choose whether or not they should also be a part of the agenda template.
  7. Click Save.

Create Template From Scratch

To create a template from scratch:

  1. Go to your controls in the upper right corner of your Docket workspace and click Templates to open the Docket Template modal.
  2. Click the +New Template in the lower left corner of the modal.
  3. Enter a Name for your template. This will be the template name only. When a template is later applied to a meeting, the calendar event title will be the title that is reflected in the meeting agenda.
  4. Enter a Goal for your template. This should reflect the outcome or purpose you would like to see as a result of the meeting.
  5. Enter each Agenda Item on the right panel as you would like to see on your template including any description, duration, or resource. 
  6. Add any Resources you would like to use in this template when there are files, Google docs, or links that are applicable for meetings that will use this template. 
  7. Add a Share Agenda default message. This is the message that will display to a meeting guest when you later share the agenda in a meeting. By adding a default message, this can save you time when distributing the agenda. 
  8. Add a Share Recap default message. This is the message that will display to a meeting guest when you later share the recap in a meeting. By adding a default message, this can save you time when distributing the recap. 
  9. When everything is ready, click Done.

Create Template From Docket Global Templates

To create a template from a Docket Global Template:

  1. Go to your controls in the upper right corner of your Docket workspace and click Templates to open the Docket Template modal.
  2. Find a desired Docket Global Template in the list of templates that displays. Docket Global Templates have "Docket" listed on the right side of each template. 
  3. Click on the Docket Global Template so you can view the content to be sure it is the right template to start your meeting agenda.
  4. Click on the 3 stacked dots to the right of the Docket template name in the upper right corner.
  5. Select the option to Duplicate. This will create a copy of the Docket Global Template and automatically put you in edit mode so you can modify it to fit your needs.
  6. Edit the new template as you desire.
  7. Click Done.

Use a Docket Template for a Meeting

To apply a Docket template to a meeting:

  1. Go to your meeting panel and select a meeting for which you desire to create an agenda. 
  2. On the Agenda tab, select the option to Select Template. This will display your Template modal.
  3. Scroll through or use the filter to find the template you wish to apply and select the meeting to review it in the preview pane on the right.
  4. Click Apply to use the desired agenda. 

Edit, Duplicate, or Delete Docket Templates

When performing the steps to create or apply a template, you also have the ability to Edit, Duplicate, or Delete from your Templates.

Edit a Docket Template

Use Edit to make any changes to the template that you wish to have saved with the template for future use. 

If the changes you wish to make are only needed for a specific meeting, consider leaving the template as-is and make the changes directly in the meeting. 

Duplicate a Docket Template

Use Duplicate when you wish to use a template multiple ways. 

When using a Docket global template, there is an option to duplicate since a Docket global template cannot be edited directly. 

Delete a Docket Template

When you no longer need a template, you can delete it from your Docket Templates page. 

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