Personal meeting templates in Microsoft Teams

適用先
Microsoft Teams

Note

  • Personal templates are available as part of Teams Premium, an add-on license that provides additional features to make Teams events more personalized, intelligent, and secure. To get access to Teams Premium, contact your IT admin.
  • Personal templates aren't currently available on Teams for mobile.

Personal meeting templates help simplify your scheduling experience by pre-saving meeting options as templates you can use to quickly organize meetings. 

Create a personal template

Create personal templates from scratch or while scheduling a new meeting. 

Create a template from scratch

  1. Select Calendar teams-calendar-tab-icon in Teams.
  2. Select the dropdown arrow next to New teams-new-event-button-icon .
  3. Select Create template plus-icon-teams .
  4. In Meeting options, adjust the settings the way you want to save them in your template.
  5. Select Save as template.
  6. Name your template.
  7. Add an optional description about your template (what it's used for, template details, etc.)
  8. Select Save.

Create a personal template while scheduling a meeting

  1. Select Calendar teams-calendar-tab-icon in Teams.

    1. Select New teams-new-event-button-icon .
    2. Select the dropdown arrow next to New teams-new-event-button-icon  and select an event type.
  2. Designate the meeting as a Teams meeting by either inviting attendees or turning on the Teams meeting toggle.

  3. Select Meeting options skype-teams-mobile-icon-settings .

  4. Adjust settings and select Save as template.

  5. Name your template and add an optional description about your template.

  6. Select Save.

Note

Sensitivity labels can't be saved as part of a personal template.

Schedule using a personal template

To schedule a meeting using a personal template:

  1. Select Calendar teams-calendar-tab-icon in Teams.

  2. Select the dropdown arrow next to New teams-new-event-button-icon .

  3. Select the template under Your templates.

    • If you can't find a template, select View all templates view-all-templates-icon . Select Schedule next to the template you want to use. If you still can't find Your templates, make sure you have the latest version of Teams.
  4. Add meeting details and invite attendees. Select Save save-icon-001 .

Update or delete personal templates

Save up to 40 personal templates in Teams and keep them relevant by updating them or removing the ones you no longer use. 

To update or delete a personal template:

  1. Select Calendar teams-calendar-tab-icon in Teams.

  2. Select the dropdown arrow next to New teams-new-event-button-icon .

  3. Select View all templates view-all-templates-icon  and find the template you want to change or remove.

    1. Select Edit edit-pencil-icon-20x20-png  to make changes to the template. Select Apply to save changes.
    2. Select Delete forms-delete-button-trashcan-icon  to remove the template. Once a template is deleted it can't be recovered.

Note

After you edit a personal template, all future meetings you schedule with it will have the updated settings. Meetings already scheduled from the template, including series meetings that have future occurrences, won't have the updated settings.

Delegate personal templates

Delegates who manage your calendar can create personal templates and use them to schedule meetings for you. 

For the best experience, delegates should create personal templates in their own calendar. They can use their saved personal templates to schedule meetings in your calendar by following the steps in Schedule using a personal template.

Schedule a meeting in Microsoft Teams

Meeting options in Microsoft Teams