How to create a new template

Use Templates within Avoma to create a standardized process and save time preparing for upcoming meetings. You can use Templates to prepare for your meetings, take notes during meetings, or review your notes afterward.

There are three ways you can create a new meeting template in Avoma.

Create a new Template from Home Icon HOME


  1. Hover over the upcoming meeting that you'd like to prepare for and click prepare.
  2. Click on Create New Template in your Template Library,
  3. Title your Template. You can add a description if you'd like, or leave it blank. 

How to Create a Template 1

Create a new Template from Meetings MEETINGS


  1. Scroll through upcoming meetings to find the meeting you want to prepare for.
  2. Select Create a New Template from the Insert Template drop-down menu.
  3. Title your Template. You can add a description if you'd like, or leave it blank. 

Screen Recording 2020-03-17 at 05.22 PM

 

Create a new Template from Templates TEMPLATES


  1. Click on TEMPLATES on the sidebar Menu. 
  2. Click on Create New Template
  3. Title your Template. You can add a description if you'd like, or leave it blank. 
How to Create a Template 2

 

If you have any questions feel free to email us at support@avoma.com, chat with us in Avoma, or email me directly at naima@avoma.com 

Thanks 🎊