How to create a Session from a Template

A template gives you a ready-made agenda. When you create a session from a template, the app copies its agenda items, their resources and its session resources into your new session.

Before you start

• The templates you can choose depend on your license. Free and Basic licenses see a limited set of global templates. Your own templates are always listed.
• To create the session in a team, first click the team's initials in the workspace switcher on the far left.

Steps

From the Create session window

1. In the Instigator sidebar, under My work, click Sessions, then click Create session.
2. Under Make a session from, select Template.
3. Pick a template from the drop-down list that appears.
4. Enter a Name for your session and fill in the other details, such as Start date, time zone and participant numbers.
5. Click Create Session. The new session opens with the template's agenda.

From the Template library

1. In the Instigator sidebar, click Template library and open a session template.
2. Click Create session from template and confirm with OK when asked "Are you sure?".
3. The new session opens. Its name starts with "Created from". Use Edit in the ... menu next to the name to rename it and set the date.

Tips

• The new session is not linked to any sprint. Set the Sprint field when you edit it if needed.
• Participant numbers are reset to 1 team, 1 duo and 1 individual. Update them before you play the session.
• The template itself does not change.

Related articles

• Sessions overview
• How to use a Session
• Templates overview
• How to create a template from a session
• How to filter templates using tags