Accessing Templates Settings
- Click Settings in the sidebar
- Select the Templates icon from the settings navigation
Templates Overview
Template Information
Each template shows:| Field | Description |
|---|---|
| Name | Template name |
| Type | What the template is used for |
| Created | When the template was created |
| Last Modified | Most recent update |
Template Types
MSPortal supports several template types:| Type | Used For |
|---|---|
| Meeting Notes | Pre-formatted notes for meetings and QBRs |
| Planner Item | Standard task descriptions and checklists |
| Email templates for communications | |
| Report | Formatted sections for reports |
Managing Templates
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
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
Using Variables
Insert dynamic content with variables:| Variable | Inserts |
|---|---|
{{company_name}} | Company name |
{{date}} | Current date |
{{user_name}} | Current user’s name |
{{meeting_title}} | Meeting title |
Using Templates
In Meetings
- Open a meeting page
- Click Add Notes
- Select Use Template
- Choose from available templates
- Template content is inserted
In Planner
- Create a new planner item
- Click Use Template
- Select the appropriate template
- Customize as needed
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
Related Resources
- Calendar - Using templates in meetings
- Planner - Using templates in tasks
- Settings Overview - All settings options