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

Create and edit log templates

Click on New template under Project settings in the meeting types & templates.



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 template

Variables {{ ... }} must not be adjusted, these are assigned automatically by buildagil.

To edit the report 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: 09/12/2024