> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to create a Meeting Template?

Creating a meeting template helps ensure consistency and clarity in how your team runs its sessions. Whether it’s for governance, tactical, or custom meetings, templates save time and reduce setup effort. With Holaspirit, you can design structured agendas that match your team’s needs and reuse them as often as needed.
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# Who can create a meeting template?
 

 Only **Administrators** can create and manage meeting templates.
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# Create and customize a meeting template


* Go to the **Administration** menu
* Scroll down to **Meetings** in the left-hand side menu
* Click on **Add meeting template**
* Give your new template a **name** to easily find it in your template library
* Click on **Create** when you're done

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09471_85m1fi.png)

###### To customize a new template:

* Click on **Add steps** and select the desired steps. You can rename them, give them a description, and re-order the steps with a simple drag and drop.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09475_1hqq33g.png)
⭐ **Tip:** Add a **custom step** to your template as a dedicated space for the meeting’s official notes. The meeting notes can include updates, meeting highlights, news, decision.

You can also select meeting type for every template, so that it is included in the meeting statistics of the Holacracy App. 

**A crucial part of the meeting is the Agenda step**: it allows for tensions to be discussed and processed. The meeting Secretary can create next items, as **results to the tension**, to hold members accountable and keep things moving!

Next items include a new checklist, metric, task, boards, OKR, or governance proposals.

To define the next actions available in the **Agenda** step:

* Click on **Add** **steps** and select **Agenda**
* Choose items in **Outputs section** to select the activities you want included in your meeting

📌 **Note:** If no activity is selected within the Agenda step, you will see the tensions added by the circle's members and secretary without being able to add evolutions to them.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09495_yix2j7.png)

👉 Your meeting template is now saved and can be used by all users in your organization when creating a new meeting.
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# Edit or delete a meeting template

To **edit** a meeting template:

* Go to the **Administration** menu
* Scroll down to **Meetings** in the left-hand side menu
* Click on the **3 dots** next to the template and select **Edit meeting template**

You can choose to add, remove, edit, or even move the steps around, change what's included in your Agenda or rename it.

* Click on **Save**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09502_1iigx25.png)

To **permanently remove** a meeting template, simply select **Delete meeting template**.
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# Enable and disable meeting templates

You can choose to **enable** the desired templates and allow all users in your organization to use them to schedule or open meetings for their circle.

If you **disable** a template, it will remain among the others meeting templates, but won't appear for users when creating a meeting.

📌 **Note**: You can decide to enable and disable templates at any point.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09510_12bvbky.png)
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# How to use meeting templates?

When creating a meeting, select the template that fits your meeting structure!

* Click on **Add Meeting**
* Select the desired **template** from the drop-down menu
* Select the **circle** having the meeting
* Fill in all the requested fields
* Click on **Schedule** or **Open now** to save your meeting

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-25-at-09514_98u8vj.png)