Meeting Minutes
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      Delete a Meeting Template

      Permanently remove meeting templates from your ConstructionOnline™ account

      BACKGROUND 

      In construction, consistency and clear communication are key to successful project management. Meeting templates help teams achieve this by standardizing agendas and attendee lists across projects. 

      But as workflows evolve, outdated or duplicate templates can clutter the system and create confusion. ConstructionOnline makes it easy for authorized users to delete meeting templates no longer in use, keeping Company Accounts clean, current, and efficient. 

      THINGS TO CONSIDER 

      ⚠️ Important: Deleting a meeting template is a permanent action. Once deleted, meeting templates are permanently removed from the Company Account and cannot be recovered.

      • Only Admin Users and Company Users with "Can Create, Edit, & Delete" permissions for Meeting Minutes can delete meeting templates. 

      HOW TO DELETE A MEETING TEMPLATE

      1. Access the Template
        1. Navigate to the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
          1. If you're working within a Project, you may use the Feature Selector to access Meeting Templates. 
        2. Select Meeting Templates under the "Meeting Minutes" section.
      2. Delete the Template
        1. Hover over the template you wish to delete and right-click.
        2. Select the red "Delete" button from the dropdown menu to delete the template.
          Select a Meeting Template for deletion in ConstructionOnline's Meeting Minutes software
        3. ConstructionOnline will flash a message at the bottom right side of your screen confirming successful deletion. The blue "Undo" text is the only opportunity to revert the action. 

          Confirmation of a deleted construction meeting in ConstructionOnline's Meeting Minutes software

      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 delete meeting templates.
      • CO™ Mobile App: Currently, Meeting Minutes 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.