Create, Edit, or Deactivate, Event Templates

Abstract

Product: Event Manager.

Create, Edit, or Deactivate, An Event Template

• Event templates are used to create templates for recurring events.

• There are two methods to create a New Event Template:

  • Selecting New creates a new blank template.

  • Selecting a template, and selecting Save as New, creates a new template with the selected templates settings applied.

Relevant eLearning

Process

Create A New Event Template

1. To manage event templates, select Admin → Templates → Event Templates.

2. Select New, or select a template and select Save as New.

3. On the New Event Template page, insert a template name and description. Event Manager users see the template name when creating a new event, so it is recommended to make this as specific as possible.

4. Select the Event type and details as needed.

   • If required, enter any custom fields, outcomes, event team, time slots, groups, rooms, activities, and attachments.

5. Select Save to save the template.

Edit a Template

1. To edit a template, select Admin → Templates → Event Templates.

2. Select the template, and select Edit.

3. Update the template as needed, and select Save.

Deactivate a Template

1. To edit a template, select Admin → Templates → Event Templates.

2. Select the template, and select Edit.

3. Uncheck Active, and select Save.