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Updated by Mir Bhatia 4 months ago
**As** an OpenProject admin
**I want** to create meeting agenda templates which my project teams can use in their projects
**so that** I save a lot of time ensuring everyone is using a standardized meeting structure.
**Examples**
* PM²: Ready for Planning meeting
* Onboarding: Employee feedback session
* Scrum: Retrospective meeting, SPRINT planning meeting
* Software delivery meeting: Formal approval meeting
* ...
**Acceptance criteria:**
* In project meetings, there is a new sidebar entry "Templates"
* This is a basic index page showing all templates the user has access to
* There is a primary action "+ Template", which creates a meeting template
* You can set a name of the template
* Date, Scheduling, Location, etc. are not set/asked for in the form
* The template show page behaves identical to the meeting series page, except
* There are no participants
* There are no links to the series page
* There is a sharing option
* "Only this project" The template is visible only in this project
* "Sub-items": The template is visible in this project and all children and descendants
* "Global": The template is visible in all projects
* The sharing option controls the visiblity for all users. Users do not need to be a member in the project the template is defined in to see them.
* ⚠ This has some implications on project name sharing similar to versions
* When creating a new meeting or series
* You can select a meeting template, that is "none" by default.
* TBD: Is this an autocompleter, or a first step similar to new projects?
* When you select a template, the template agenda is copied. Updates to the template are not reflected, similar to meeting occurrences
**Implementation sketch**
* Allow meetings to be templated=true, without a series.
* Add a separate sharing table that references meeting\_id, project\_id, and level(enum)
* https://community.openproject.org/documents/173
**Out of scope**
* Adding new meeting templates through OpenProject updates
<br>
**Translation considerations**
<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><thead class="op-uc-table--head"><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Term</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">English</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">German</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">French</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Spanish</p></th></tr></thead><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Reusable meeting template</p></td><td class="op-uc-table--cell"><p class="op-uc-p">(Meeting) Template</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Vorlage</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr></tbody></table></figure>
**I want** to create meeting agenda templates which my project teams can use in their projects
**so that** I save a lot of time ensuring everyone is using a standardized meeting structure.
**Examples**
* PM²: Ready for Planning meeting
* Onboarding: Employee feedback session
* Scrum: Retrospective meeting, SPRINT planning meeting
* Software delivery meeting: Formal approval meeting
* ...
**Acceptance criteria:**
* In project meetings, there is a new sidebar entry "Templates"
* This is a basic index page showing all templates the user has access to
* There is a primary action "+ Template", which creates a meeting template
* You can set a name of the template
* Date, Scheduling, Location, etc. are not set/asked for in the form
* The template show page behaves identical to the meeting series page, except
* There are no participants
* There are no links to the series page
* There is a sharing option
* "Only this project" The template is visible only in this project
* "Sub-items": The template is visible in this project and all children and descendants
* "Global": The template is visible in all projects
* The sharing option controls the visiblity for all users. Users do not need to be a member in the project the template is defined in to see them.
* ⚠ This has some implications on project name sharing similar to versions
* When creating a new meeting or series
* You can select a meeting template, that is "none" by default.
* TBD: Is this an autocompleter, or a first step similar to new projects?
* When you select a template, the template agenda is copied. Updates to the template are not reflected, similar to meeting occurrences
**Implementation sketch**
* Allow meetings to be templated=true, without a series.
* Add a separate sharing table that references meeting\_id, project\_id, and level(enum)
* https://community.openproject.org/documents/173
**Out of scope**
* Adding new meeting templates through OpenProject updates
<br>
**Translation considerations**
<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><thead class="op-uc-table--head"><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Term</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">English</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">German</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">French</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Spanish</p></th></tr></thead><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Reusable meeting template</p></td><td class="op-uc-table--cell"><p class="op-uc-p">(Meeting) Template</p></td><td class="op-uc-table--cell"><p class="op-uc-p">Vorlage</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr></tbody></table></figure>