Protocol templates
The following article describes how to create and edit your own automatic log templates.
If you require company-specific/individual templates, please contact Support.
Directly to the following sections:
Create and edit log templates
Multiple minutes templates per meeting type
Protocol templates can only be created and edited by a project administrator. Further information on authorizations can be found at: Authorizations & Visibilities
Under Project settings in the meeting types & templates click on New template.
Choose a title for the template.
Click on Open Word.
The minutes template is opened in Word. The logo and additional formalities or content can now be added or adapted.
Edit log templates
Independent adjustments to protocol templates cannot be supported by Support, as this leads to a high susceptibility to errors and the subsequent root cause analysis is very time-consuming. In the event of discrepancies with the protocol template, it is recommended that you first contact a project admin, as only these users have access to the project settings.
Variables {{ ... }} must not be adjusted, these are assigned automatically by buildagil.
To edit the log template, click on Edit template. The log template is opened in Word for editing.
To store several log templates per meeting type, the desired template can be selected via Select templates.
When the log is generated, a selection window appears in which the desired log template can be selected.
If you require company-specific/individual templates, please contact Support.
Directly to the following sections:
Create and edit log templates
Multiple minutes templates per meeting type
Protocol templates can only be created and edited by a project administrator. Further information on authorizations can be found at: Authorizations & Visibilities
Create and edit log templates
Under Project settings in the meeting types & templates click on New template.
Choose a title for the template.
Click on Open Word.
The minutes template is opened in Word. The logo and additional formalities or content can now be added or adapted.
Edit log templates
Independent adjustments to protocol templates cannot be supported by Support, as this leads to a high susceptibility to errors and the subsequent root cause analysis is very time-consuming. In the event of discrepancies with the protocol template, it is recommended that you first contact a project admin, as only these users have access to the project settings.
Variables {{ ... }} must not be adjusted, these are assigned automatically by buildagil.
To edit the log template, click on Edit template. The log template is opened in Word for editing.
Multiple minutes templates per meeting type
To store several log templates per meeting type, the desired template can be selected via Select templates.
When the log is generated, a selection window appears in which the desired log template can be selected.
Updated on: 25/02/2025