> ## 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

> Create and manage note templates for meetings, planner items, and more

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

## Accessing Templates Settings

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

## Templates Overview

<Frame>
  <img src="https://mintcdn.com/msportal/mWw1uncm60YecvCw/images/settings/settings-templates.png?fit=max&auto=format&n=mWw1uncm60YecvCw&q=85&s=7b24a7c628e6f86e3745d2652b4dec30" alt="Templates" width="2403" height="1203" data-path="images/settings/settings-templates.png" />
</Frame>

### 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**         | Email templates for communications        |
| **Report**        | Formatted sections for reports            |

## Managing Templates

### Creating a New Template

<Steps>
  <Step title="Click Add Template">
    Select the **+ Add Template** button
  </Step>

  <Step title="Select Type">
    Choose the template type
  </Step>

  <Step title="Name the Template">
    Enter a descriptive name
  </Step>

  <Step title="Design Content">
    Build the template using the editor
  </Step>

  <Step title="Save">
    Click **Save** to create the template
  </Step>
</Steps>

### 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

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

### In Planner

1. Create a new planner item
2. Click **Use Template**
3. Select the appropriate template
4. 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](/user-guides/calendar/index) - Using templates in meetings
* [Planner](/user-guides/planner/index) - Using templates in tasks
* [Settings Overview](/user-guides/settings/index) - All settings options