Customize the report template
A meeting template controls what prints on the compte rendu and what prose surrounds it. It does not reshape the register — the point table is the document.
Required role: Project Manager. Template management is manager-only.
You don't need a template. A project with no template publishes perfectly well with every block on. Create one only to change what prints.
Create a template
- Open the project's Meeting reports area and go to the Templates tab.
- Create a template and give it a name.
- Toggle the optional blocks (below).
- Add your own sections if you need them.
- Optionally set an accent color and footer text.
- Mark it as the project default if it should apply to new meetings.
Result: the template is available when you open a meeting. A project can have one default template at a time.
Blocks you can toggle
| Block | What it prints |
|---|---|
| Stakeholders | The project's stakeholders |
| Contractors | The company roster |
| Statistics | Counts across the register |
| Progress | The progress table |
| Blocking | Points that are urgent and overdue |
| Closed since | What closed since the previous meeting |
| Next meeting | Date, location and agenda for the next one |
Your own sections
You can add sections of two kinds, and only two:
- Rich text — a block of prose.
- Table — rows you enter.
Each section has a title, a position in the order, and an on/off switch.
Two section types, deliberately. A wider set of blocks turns the report into a page builder, and the document stops being predictable for the people who have to read it every week.
Per-meeting overrides
A template holds what's true every week. Anything that's true for one week is set on the meeting itself — open the meeting and edit the section there.
The classic case is a headcount table: the structure belongs to the template, this week's numbers belong to this week's report.
Choosing the template for a meeting
When you open a meeting, it uses the project default. You can point an individual meeting at a different template instead.