Documentation Index
Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
Use this file to discover all available pages before exploring further.
Templates Settings allows you to create and manage reusable templates for meeting notes, planner items, and other content throughout MSPortal.ai.
Accessing Templates Settings
- Click Settings in the sidebar
- Select the Templates icon from the settings navigation
Templates Overview
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 | Email templates for communications |
| Report | Formatted sections for reports |
Managing Templates
Creating a New Template
Click Add Template
Select the + Add Template button
Select Type
Choose the template type
Name the Template
Enter a descriptive name
Design Content
Build the template using the editor
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
