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Agenda creation using 'canned' templates

  • Pam
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Re: Agenda creation using 'canned' templates

9 years 2 months ago
#60098
Neither me (Admin) nor VPE deleted them
Your President and Secretary also have access rights to agenda settings on your website. Someone probably accidently saved a new / empty agenda overwriting your Template 1

To rebuild the template are you selecting a dated agenda? The process is to choose an appropriate dated agenda (not template), click the edit icon, go into the agenda setup tab. That is where you should see the "Save as Template" button. (I see it with Windows 10 IE11). Save the agenda with a name to make your new template. Once saved, go to the Meeting Agenda Settings and select the new named template for editing. You can now select the template as a base for future agendas.
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Re: Agenda creation using 'canned' templates

9 years 2 months ago
#60102
Thanks for your quick reply. I'm also the President, so I'll check with Sec'y.

My mistake. I now see that 'Agenda Setup' screens function differently between 'Creating New Meeting Agenda' and 'Editing Meeting Agenda'. These seem backwards to me because I'm trying to create a new template agenda instead of editing an existing one.

Regardless, we're back up and running. Feel free to close thread.
Mike Akins, DTM
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