Meeting Minutes
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      Create a Meeting Template from an Existing Meeting

      Save time and ensure consistency by converting an existing meeting into a reusable meeting template in ConstructionOnline™

      BACKGROUND 

      In construction, efficiency isn't optional; it's essential. Manually recreating meetings with similar agendas and attendees wastes valuable time and increases the risk of inconsistencies. 

      Rather than rebuilding meetings from scratch each time, ConstructionOnline allows users to create Meeting Templates directly from existing meetings. This powerful option streamlines future scheduling, ensures consistent documentation, and helps teams stay aligned across all projects. 

      THINGS TO CONSIDER

      • Meeting Templates are managed at the Company-Level, meaning any Company User with "Can View" or "Can Create, Edit, and Delete" permissions for Meeting Minutes can access these templates. 
      • Meeting Templates cannot be linked to specific Projects—even if the meeting used to create the template is associated with a Project. 

      HOW TO CREATE A MEETING TEMPLATE FROM AN EXISTING MEETING 

      1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
        1. If you're creating the Meeting Template from within a specific Project, use the Feature Selector to access that Project's meetings. 
      2. Select Meetings under the Meeting Minutes section. 
      3. Locate the desired meeting you would like to use to create the template. 
      4. Hover over the meeting and right-click. 

        Create a new construction meeting template from an existing meeting within ConstructionOnline's Meeting Minutes feature
      5. Choose "Create Template from Meeting" from the dropdown menu. 
      6. This will open the "Create Template from Meeting" extension blade on the right side of your screen, where you can confirm and edit any of the Meeting Template's information. 
        1. Check out "Create a New Meeting from a Template" to learn more about the fields that ConstructionOnline will populate to the template and those that will need to be customized per individual meeting. 
      7. Hit the blue "Save" button to create the Meeting Template for later use. 

      ⚠️ Important: Meeting Templates do not send notifications or reminders. These actions are only triggered when a new meeting is created using the saved meeting template. 

      ADDITIONAL INFORMATION

      • Subscription Level:  Meeting Minutes is available for companies with current ConstructionOnline Commercial or Multi-Family subscriptions at Team, Business, and Enterprise levels. 
        • Meeting Minutes is also available as a Per-Company Add-On for all other plans. 
      • Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" for Meeting Minutes can create Meeting Templates from existing meetings visible to them. 
        • For Company Users, this includes meetings they've created, are invited to, or those set as public.  
      • CO™ Mobile App: Currently, the Meeting Minutes feature is exclusively available through browser access to ConstructionOnline.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.