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InterPro - Teaching & Learning - Tools & Technology - Zoom Meeting Templates

Zoom Meeting Templates

Description

Zoom meeting templates allow the use and reuse of preselected meeting settings across multiple Zoom meetings. Zoom templates may include Zoom polls and quizzes for use in future meetings. 

Access

To create Zoom meeting templates, access the Zoom web portal via https://uwmadison.zoom.us. Log in to Zoom with your UWNet ID and password. Do not use the Canvas-Zoom integration for this process as it has less functionality.

Note: Zoom templates are created by scheduling a new Zoom meeting and saving the meeting as a template. Zoom templates cannot be created in the Meeting Templates tab found in Zoom Meetings.  

Application and Limitations

Zoom meeting templates allow hosts to reuse Zoom meeting settings and Zoom polls and quizzes, saving time by eliminating the need to recreate these features in future meetings. 

• Hosts can save up to 40 Zoom meeting templates.
• Meeting templates do not save alternate host settings or the meeting date and time.
• For recurring meetings, there is an option to save the recurrence schedule as part of the meeting template.
• To create a meeting template, the Meeting ID must be generated automatically. Do not use your Personal Meeting ID. 

How to Create a Zoom Meeting Template

1) Log in to your Zoom account with your UWNet ID and password via https://uwmadison.zoom.us. 

2) Click Meetings in the navigation bar on the left side of the screen, then click + Schedule a Meeting.

3) Select the desired settings for the meeting including whether or not this is a recurring meeting, security (passcode recommended), video, and audio settings. 

4) Click Show next to the Options setting to access additional settings such as "mute participants upon entry" and a text field to enter alternative hosts. Alternative hosts are not saved in Zoom meeting templates. 

5) After all of the desired settings on this page have been chosen, click Save. 

6) The screen that appears next will allow you to manage your meeting. If desired, create any Zoom polls or quizzes you would like associated with the Zoom template by clicking the + Create button under the Polls/Quizzes section at the bottom of this page. Adding Zoom polls and quizzes to your template allows you to use them again in future meetings without recreating them. See InterPro -Teaching & Learning - Tools & Technology - Zoom Polls and Quizzes for more information about Zoom polls and quizzes. 

7) After any desired polls or quizzes are created, click the Save as Template button located just above the Polls/Quizzes section.

8) In the pop-up window that follows, provide a unique and descriptive template name and click Save as Template. The meeting is added to your list of upcoming meetings.

How to Schedule a Zoom Meeting Using a Previously Created Zoom Template

1) Log in to your Zoom account with your UWNet ID and password via https://uwmadison.zoom.us. 

2) Click Meetings in the navigation bar on the left side of the screen, then click + Schedule a Meeting.

3) Scroll down to "Template" and choose the desired Zoom meeting template from the drop-down menu of previously created templates. 

4) Scroll back to the top of the page and rename the topic of the meeting if desired. 

5) Select the date and time of the meeting. Date and time information is not saved in a Zoom meeting template.

6) If an alternate host is required, click "Show" next to Options near the bottom of this page to add any alternative hosts. Alternative host information is not saved in a Zoom meeting template. 

7) Click Save. This meeting is added to your list of upcoming meetings. 

- Alternatively -

1) Log in to your Zoom account with your UWNet ID and password via https://uwmadison.zoom.us. 

2) Click Meetings in the navigation bar on the left side of the screen, then the Meeting Templates tab.

3) Click the Use this Template button next to the Zoom meeting template you would like to use. Click the Delete button to remove the template from your list of meeting templates. 

4) Scroll back to the top of the page and rename the topic of the meeting if desired. 

5) Select the date and time of the meeting. Date and time information is not saved in a Zoom meeting template.

6) If an alternate host is required, click "Show" next to Options near the bottom of this page to add any alternative hosts. Alternative host information is not saved in a Zoom meeting template. 

7) Click Save. This meeting is added to your list of upcoming meetings. 

Avoid these Pitfalls

• When scheduling a Zoom meeting from a template, verify that any required polls or quizzes are listed under the Polls/Quizzes section prior to starting the meeting. Polls and quizzes not listed will not be available after the meeting has started. 
• Remember that Zoom meeting templates do not save date, time, or alternative host information. These will need to be entered when scheduling a meeting from a Zoom meeting template.

Resources

UW-Madison Zoom - Getting Started

InterPro -Teaching & Learning - Tools & Technology - Zoom Polls and Quizzes 

Creating personal meeting templates (Zoom Support)