Docket makes it super simple to share your agenda templates with your Docket Team.

Prerequisites

  • The Docket Team owner must be on Docket Pro tier or higher
  • The desired recipients of the shared agenda must be on the same Docket Team

How to Share an Agenda Template

  1. Go to your Docket Template page off of your user menu in the upper right corner of your Docket workspace
  2. Select or Create the template you wish to share
  3. Use the template menu in the upper right corner of the template modal to duplicate or convert the template to your team library
  4. Docket will send an email notification to all of your team members letting them know there is a shiny, new template available for them to use

Template Duplication and Conversion

Duplication - Using this option will make a copy of your template and add a copy to your team library.

  • This will result in you having two versions of this template, personal and team.
  • Anyone on your Docket team can now use the new version you duplicated to the team library.
  • Anyone on your Docket team cannot use your personal version.

Conversion - Using this option will move your template from your personal template library to your team library.

  • This will result in you having one version of the template, team.
  • Anyone on your Docket Team can now use the template you moved to the team library.

Team Template Tips

Fully collaborative. Anyone on the Docket Team can edit or delete a team template.

Editing. It is recommended that if a team template needs to be customized after it is added to the team library, it is either duplicated in the team library for each version or duplicated to a team member's personal library for further editing and customization.

Frequently Asked Questions

Who can share templates?

Anyone on a Docket Pro tier or higher can use this feature.

I accidentally used the Conversion option and now I no longer have my own personal template. How can I get it back?

You can go to the team version and use the option to duplicate it back to your personal library.


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