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Agenda Templates 3 months 2 weeks ago #93402

  • Allen M Green, DTM
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=12.0ptI saved an agenda template containing all the members roles. When I tried retrieving it, it did not contain any of the roles. The option to “Save”  only saves it back to the agenda templates. Can you help us out so we can retrieve all the member roles?
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Agenda Templates 3 months 2 weeks ago #93405

  • Brian
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Since you did not provide your club number we cannot assist you.
 

Thank you,

Brian McDonald DTM, PDD D61
FTH Lead Technical Support
member Cataraqui Valley Toastmaster 9560
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Agenda Templates 3 months 2 weeks ago #93410

  • Allen M Green, DTM
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Club Number: 02785592, 64, Area C34
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Agenda Templates 3 months 2 weeks ago #93413

  • Allen M Green, DTM
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The template I want fully restored is named "ss."
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Agenda Templates 3 months 2 weeks ago #93416

  • Pam
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I think you’re asking how to create a dated agenda from a template
Please follow the instructions in the documentation provided here support.toastmastersclubs.org/doc/item/creating-a-new-agenda
Pam Holley, DTM
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Redlands Toastmasters Club, President 2024-2025 redlands.toastmastersclubs.org/
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Agenda Templates 3 months 2 weeks ago #93417

  • Allen M Green, DTM
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I log in as Admin and selected a saved template. I hit the "save" button at the bottom. I don't see a way to edit it, like the snapshot of instructions shows.
What am I missing?
 
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Agenda Templates 3 months 2 weeks ago #93418

  • Allen M Green, DTM
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can't seem to remove this comment.
Last edit: by Allen M Green, DTM.
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Agenda Templates 3 months 2 weeks ago #93426

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After saving, click on the "Agenda Items" tab
Pam Holley, DTM
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Agenda Templates 3 months 2 weeks ago #93427

  • Allen M Green, DTM
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attached is a snapshot of the agenda template. I cannot locate anything called "agenda item" tab. please send a snapshot.

Is it possible for you to save the template to Sept 4th?
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Agenda Templates 3 months 2 weeks ago #93428

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Your snapshot shows 'Meeting Agenda Settings' which is the console to create new agendas or edit an existing agenda. This one does not have the 'Agenda Items' tab.

The 'Creating New Agenda' doc Pam posted is the pertinent one. However, it doesn't tell the reader where to go before clicking the + icon as it appears in more than one location.

To create a new meeting event with a specific agenda, go to the Meeting Agendas menu item.
Members Only > Meeting Agendas
  1. Click the + button
  2. Here you will find 'Create from Template' with a drop-down 'Select an agenda template..."
  3. Select ss and complete the other items to create a new meeting event for Sept 4th.
  4. Note; the Agenda Items tab is blank until you Save.
  5. Save. When you click save here, an attendance tab will also appear.
  6. Delete the blank Sept 4th template.
Richard Taylor
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Club #7045
GOOD MORNING! Toastmasters
www.goodmorningtoastmasters.com
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