Use the following instructions to create an agenda via Templates before a calendar event has been scheduled:
Hover over the Global Navigation slide out on the left-hand side of your Docket workspace.
Select Templates
Click + New Template in the lower left corner of the modal
Start building your agenda and complete applicable fields
Attach any applicable resources
Click Done
When your event gets scheduled, add your agenda template to the meeting:
Refresh Docket in your browser so the event reflects in the Docket Event Panel
Navigate to the new event within the Event Panel on the left hand side of your Docket account
In the Docket Meeting Header, click the Templates drop down
Select Template Library
Apply the agenda template you already created from the Select Template modal
If further modifications are needed, modify the agenda in the event as desired. Note: Modifying the agenda in the new meeting does NOT modify the original template which remains available for future use.
Can't find what you're looking for?
Get in touch at