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How to create a custom template. Create or open an existing whiteboard. At the top right, click the ellipsis icon . Select Save Page as Template.
How to create a personal meeting template Sign in to the Zoom web portal. In the navigation menu, click Meetings. Click Schedule a Meeting. Choose any meeting settings that you would like to apply to the template. Click Save. Scroll down to the bottom of the page and click Save as Template.
Create a whiteboard from a Zoom meeting or webinar Start a meeting or webinar from the Zoom desktop client. On the in-meeting controls, click the Whiteboards button . Click New Whiteboard. The whiteboard will open in the meeting window.
Sign in to the Zoom web portal. On the left menu, click Whiteboards. Click the Trash tab. To the right of the whiteboard you want to recover, click the ellipses icon . Click Remove from Trash. (Optional) To recover multiple whiteboards, click the check boxes beside the whiteboard names.
To enable Whiteboard for your own use: Sign in to the Zoom web portal. In the navigation panel, click Settings. Click the Meeting tab. Under In Meeting (Basic), click the Whiteboard (Classic) toggle to enable or disable it. If a verification dialog appears, click Enable or Disable to verify the change.
Create an admin webinar template Sign in to the Zoom web portal as an admin with the privilege to edit account settings. In the navigation menu, click Account Management then Account Settings. Click the Webinar tab. Under Schedule Webinar, locate the Templates setting. Click Manage Templates, then Add Template.
Share a whiteboard in Microsoft Teams Select the Share icon in the meeting's share tray. Select Microsoft Whiteboard. The board picker view will open. Select an existing board from the list or start a new board.
How to create a template for a meeting Establish clear objectives. Outline topics and subjects for discussion. Organize a meeting place and time. Assign time limits to the items on the list. Determine attendees. Involve others in the process. Create time for comments and questions. Request for feedback and suggestions.
How to add a meeting agenda & action items in Zoom In Zoom, click Apps and search for "Workona" to the app. After installing, open Zoom and click Apps > Workona > Create a workspace . Click Notes and add your meeting agenda and any other notes from the meeting. Click Tasks to assign action items in real-time.
Notes for Zoom provides customers with a dedicated, built-in note-taking app, which allows users to quickly capture thoughts, action items, and more from within a Zoom Meeting. In addition, Notes can be used collaboratively with other participants in a meeting, as well as shared with other users outside of meetings.
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