Updating Your Meeting Event Template and Future Meetings

Every Toastmost site includes an event template for its standard meeting agenda, which defines the roles and other activities for a typical meeting. If you want to change the organization of your standard meeting, you will want to change the template, and then use it to update future meetings.

Here’s how.

Method 1: Edit the Template First

If you view any meeting agenda on the front end of the website, assuming you have the proper editing rights Edit Template will be one of the options displayed on the black menu bar at the top of the screen.

Following that link will open the template document in the editor. You can then add, edit, and delete agenda roles and agenda notes as described in Agenda Setup and Customization.

When you are finished with your changes and save the document, you should see a prompt to visit the Create / Update screen, which allows you to create and update future events using the new template as a model.

The Create / Update screen will show a list of current and projected events that you can apply the template to. You can use “check all” to indicate you want all of the events updated or check individual events to update. Then click Add/Update from Template.

Method 2: Use a Current Agenda

Alternatively, you can start with your current agenda. Add, edit, and delete agenda roles and agenda notes as described in Agenda Setup and Customization.

Once you have a meeting agenda that you want to serve as the new standard model for future meetings, you can follow the Update Template Based on Event administrator’s menu item link.

You will be prompted to confirm that you want to overwrite the current template.

If you click to confirm, the Create / Update page will reload, giving you the option of following the Create / Update process as described above to update existing events and add projected dates.

The Create / Update Page

The Create / Update page can also be accessed from the administrator’s dashboard and includes a number of utilities for working with event templates, including switching the template applied to a specific event or creating a new template based on the content of an individual event.