How do I add the extra information of an agenda item to a template?

Add the metadata of an agenda item to your agenda and minutes templates.

If you want to create a template, you first have to go to the branding page. On this page you can make and save al your templates.

Branding page

Then click on the layout 'Minutes & agenda'. After clicking, you will see a bit green button to create a new template for minutes or for agenda:

Create new template

After clicking create a new template, there will appear a screen to make your new template. In this screen you can name your template and choose which template you want to use.

Template screen

When you click on create, the template will be created automatically. After creating, you can find your template in the template overview. Then click on the template to add specific information and the logo to the your template.

Sample templates

Adding the tags

To add the specific information to the template, we use Structured Document Tags. These are tables with special properties we added in Word that will automatically be replaced when you create Minutes or an Agenda using a template. Inside these blocks, you can add the tags listed below.

Meeting tags:
Field	Tag	Label
Title	##TITLE##	TITLE
Date and time	##DATETIME##	DATETIME
Location	##LOCATION##	LOCATION
Participants	##PARTICIPANTS##	PARTICIPANTS
Preset participants	##PARTICIPANTSPRESENT##	PARTICIPANTSPRESENT
Absent participants	##PARTICIPANTSABSENT##	PARTICIPANTSABSENT
Topic types tags:
Field	Tag	Label
Number	##TOPICNR##	TOPIC
Titl3e	##TOPICTITLE##	TOPIC
Description	##TOPICDESCRIPTION##	TOPIC
Minutes text	##TOPICMINUTES##	TOPIC
Owner	##TOPICOWNER##	TOPIC
Type	##TOPICTYPE##	TOPIC
Starttime	##TOPICSTARTTIME##	TOPIC
Endtime	##TOPICENDTIME##	TOPIC
Task tags:
Field	Tag	Label
Number	##REFERENCENR##	TASK
Topic (titel)	##REF##	TASK
Titel	##TITLE##	TASK
Description	##DESCRIPTION##	TASK
State	##STATUS##	TASK
Priority	##PRIORITY##	TASK
Progress	##PROGRESS##	TASK
Assigned to (name)	##ASSIGNEENAMES##	TASK
Assigned to (mail)	##ASSIGNEDTO##	TASK
Duedate	##DUEDATE##	TASK
Descicions tags:
Field	Tag	Label
Number	##REFERENCENR##	DECISION
Topic (titel)	##REF##	DECISION
Titel	##TITLE##	DECISION
Description	##DESCRIPTION##	DECISION
Date	##DATE##	DECISION