**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 Begin of the deletion projectEnd of the deletion meetings, there is a new sidebar entry "Templates"

* This is a basic index page showing all templates the user has access to Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionIn the global view, there is an additional "Project" column

* For each template, there are two actions in the action menu

* Edit template

* Delete template

* End of the insertion There is a primary action "+ Template", which creates a meeting template

* Begin of the insertionIn the global context, this opens a dialog where youEnd of the insertion Begin of the deletion YouEnd of the deletion can Begin of the insertionchooseEnd of the insertion Begin of the deletion setEnd of the deletion a Begin of the insertionproject. Saving this dialog redirects to a newEnd of the insertion Begin of the deletion name of theEnd of the deletion template Begin of the insertionshow page, with the title in edit mode and in focusEnd of the insertion

* Begin of the insertionIn a project context, this redirects to a new template show page, withEnd of the insertion Begin of the deletion Date, Scheduling, Location, etc. are not set/asked for inEnd of the deletion the Begin of the insertiontitle in edit mode and in focusEnd of the insertion Begin of the deletion formEnd of the deletion

* The template show page behaves identical to the meeting series page, except

* There Begin of the insertionis nothing inEnd of the insertion Begin of the deletion are no participants

* There are no links toEnd of the deletion the Begin of the insertionsidebar except for attachmentsEnd of the insertion Begin of the deletion series pageEnd of the deletion

* There is a Begin of the insertionnewEnd of the insertion sharing Begin of the insertionsidebar component: ##71653

End of the insertion Begin of the deletion option

End of the deletion * Begin of the deletion "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

* End of the deletion When creating a new Begin of the insertiononetimeEnd of the insertion meeting Begin of the deletion or seriesEnd of the deletion

* You can select a meeting template, that is Begin of the insertionemptyEnd of the insertion Begin of the deletion "none"End of the deletion by Begin of the insertiondefaultEnd of the insertion Begin of the deletion default.End of the deletion

* Begin of the insertionThis isEnd of the insertion Begin of the deletion TBD: Is thisEnd of the deletion an Begin of the insertionautocompleter fieldEnd of the insertion Begin of the deletion autocompleter, or a first step similar to new projects?End of the deletion

* When you select a template, the template agenda Begin of the insertion& attachments areEnd of the insertion Begin of the deletion isEnd of the deletion copied. Updates to the template are not reflected, similar to meeting occurrences Begin of the insertion

* Alternatively, in each template, there is a "Create meeting from template" primary action that creates a meeting in the same project


End of the insertion Begin of the deletion


End of the deletion **Implementation sketch**

* Allow meetings to be templated=true, without a Begin of the insertionseriesEnd of the insertion Begin of the deletion series.End of the deletion

* 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**

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