The calendar template is a predefined form for tracking events and meeting minutes. Field mappings are included on the template which automatically populates system data such as attendee names, email, role and other information. These templates and field mappings save you time and ensure the accuracy of your data. While the template includes default field mappings, you can customize these field mappings in order to capture the information you want. See Customize Calendar Template with Field Mappings for instructions.
To add a new calendar template
- Go to the calendar settings.
- Click Mail Merge Templates.
- Click Add New Template.
- Enter the name of template in the Name field.
- In the Status field, select Active to make the template available for use. Select Draft to keep the template in draft mode.
- In the Output field, select Doc for a Microsoft Word® or PDF for an Adobe PDF® file.
- Click Browse to search for and select the document you'd like to use as your template.
- In the Project Assignments section, select the project(s) that you want to assign this template to.
- Click Add.
- Click Save.
For more information, see Access Calendar Settings.
The Mail Merge Templates page is displayed.
The Mail Merge Template page is displayed.
All selected projects display in the Assigned to these Projects box.
If a project is not assigned, the template will be available in all projects.