Set up event templates

Some events happen sporadically, and you already know what they need. Instead of duplicating another event, create an event template that can be applied when you make an event.

Important

Only organization administrators can create event templates.

1. On the Events page, select the ⚙️ gear icon and choose Event templates from the dropdown menu.

   

2. Select New template. 

3. Enter the template's name, and then select Create new template. 

4. Add tags, a location, rooms, resources, and task lists for this event type. 

   Tip

   Make sure to add any required tags so you don't have to fill them in later.

5. Select Save to save the template.

Use the Edit button to change the event template details, or choose Delete to delete the event template entirely.

Create an event with a template

When you create an event, choose the template that fits the event.

Choose More options to verify the requested rooms and resources before saving the event.

Answer any required questions, add to the schedule, and then choose Save.