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Templates Settings allows you to create and manage reusable templates for meeting notes, planner items, and other content throughout MSPortal.ai.

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Accessing Templates Settings

  1. Click Settings in the sidebar
  2. Select the Templates icon from the settings navigation

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Templates Overview

Templates

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Template Information

Each template shows:

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Template Types

MSPortal supports several template types:

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Managing Templates

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Creating a New Template

1

Click Add Template

Select the + Add Template button
2

Select Type

Choose the template type
3

Name the Template

Enter a descriptive name
4

Design Content

Build the template using the editor
5

Save

Click Save to create the template

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Template Editor

The template editor provides:
  • Rich text formatting - Bold, italic, headings
  • Lists - Bulleted and numbered lists
  • Tables - Structured data layouts
  • Variables - Dynamic content placeholders

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Using Variables

Insert dynamic content with variables:

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Using Templates

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In Meetings

  1. Open a meeting page
  2. Click Add Notes
  3. Select Use Template
  4. Choose from available templates
  5. Template content is inserted

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In Planner

  1. Create a new planner item
  2. Click Use Template
  3. Select the appropriate template
  4. Customize as needed

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Best Practices

  • Keep templates concise - Focus on structure, not content
  • Use variables - Make templates dynamic
  • Regular review - Update templates as needs change
  • Name clearly - Use descriptive names for easy selection