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Agenda creation using 'canned' templates

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8 years 8 months ago #59193 by billardis
They don't work for me any more. I've done them for two years and now I can't get a template to work. How do I create an agenda with an existing template (the first one on our list, identifying 4 speakers, is our preferred). What am I missing? I choose it but it has no roles at all.

Thanks!
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8 years 8 months ago - 8 years 8 months ago #59197 by SteveTheTechie
Your template is empty... nothing in it. You can probably re-create it from a recent agenda.
Last edit: 8 years 8 months ago by SteveTheTechie.
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8 years 8 months ago #59297 by billardis
I use a 'complete' agenda and when I 'save' it to fill it out, I lose the detail. What am I missing? What are the steps to use a complete agenda and assign it a particular meeting date?
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8 years 8 months ago #59300 by Pam
I'm not sure what detail you are losing.

You can create a dated agenda from a template (which can be a template stored in the Agenda Settings module or a previous agenda).
To make a dated agenda select the Meeting Agendas item on the menu, click on the Plus sign icon, enter the required date on the agenda setup tab and select the required template. Save, then go to the meeting agenda items tab to edit or assign roles.

To create a named template from a dated agenda, select the agenda, select the pencil icon, go to the agenda setup tab and save the agenda item as a template. You can choose to add a new template or overwrite an existing template

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The following user(s) said Thank You: SteveTheTechie, billardis
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8 years 8 months ago #59301 by billardis
Thank you sooo much. It's been driving me nuts. I'll holler back when it works.
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8 years 6 months ago - 8 years 6 months ago #60090 by MikeA
Our club has the same issue. Our template #1 name still exists but roles are empty; templates #2 - #4 still work correctly. Neither me (Admin) nor VPE deleted them. The last time it worked correctly was early Dec when VPE generated January's schedule.

Another similar thread:
support.toastmastersclubs.org/5-support-...genda-building#59524

Also, I don't get option to 'Save as Template button (arrowed)' to rebuild our Template #1 as shown here:
support.toastmastersclubs.org/component/...tem/agenda-templates

I'm using Firefox 50 on Win 10 PC, same issue with IE 11.

As of now, our only option appears to be manually rebuild.

Mike Akins, DTM
Club #9375 Admin
www.talkingideas.org
Last edit: 8 years 6 months ago by MikeA.
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