Docket makes it super simple to share your agenda templates with your Docket Team.
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
Hover over the Global Navigation slide out on the left-hand side of your Docket workspace.
Select Templates from the slide out.
Select or Create the template you wish to share
Use the template menu in the upper right corner of the template modal to duplicate or convert the template to your team library
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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