You can convert an existing reporting template directly into a meeting template. That way, you don’t have to rebuild the questions. The original reporting template stays exactly where it is. You can do this in two ways: via a single template, or in bulk via the template overview in the reporting feature.
Via a single template
Go to
Development > Reporting > Templates.Open the template you want to convert.
Click the arrow next to the
Savebutton in the top right.Choose
Convert to meeting template.
After converting, you’ll find the new meeting template under Development > Meetings > Templates. The original reporting template stays unchanged.
Convert multiple templates at once
Go to
Development > Reporting > Templates.Tick one or more templates in the table.
Click
Convert to meeting templatein the bulk actions that appear at the top.
Related keywords: convert reporting template, create meeting template, convert template, conversation template, reporting to meeting, reuse template.