Template types

There are three types of templates, matching the three stages of a meeting:

• Delivery — populates the agenda panel in the meeting workspace with sections, talking points, and delivery notes.
• Pre-work — populates the questionnaire your clients complete before the meeting.
• Feedback — populates a feedback form for clients after the meeting (available for Work Items only)

All three types are built and managed the same way, using the same editor.

Gap templates vs custom templates

Gap templates are the defaults provided for each meeting type. When you create a new meeting, the relevant Gap template is automatically loaded for both the agenda and pre-work. These can't be edited directly, but you can use any Gap template as the starting point for a custom template.

Custom templates (listed under the Team Documents header) are templates your team has created. They appear alongside Gap templates in the template selector within the meeting workspace, so anyone in your organisation can use them.

Selecting a template

Within the meeting workspace, you can change the template at any time using the dropdown at the top of the agenda panel (for delivery templates) or the pre-work panel (for pre-work templates).

The dropdown shows your team's custom templates first, followed by all Gap default templates.

The Document Templates area

This is where you create and manage your custom templates. There are two ways to get there:

• From the main menu → Documents
• From within a meeting, click the template dropdown and then the Add Template button next to the Team Documents header

The Document Templates area displays a table of all your team's custom templates with three columns:

• Name — whatever you've called the template
• Status — see below
• Last updated — the date and who made the change

You can search for templates by name, and filter by type (Delivery, Pre-work, or Feedback).

To retire a template, archive it from its ⋮ menu. Archived templates are found via the archive icon in the top right corner of the Documents area.

Template statuses

Creating a custom template

Click Create Template (top right of the Document Templates area). A modal will appear where you choose a base template to start from:

• Gap templates — start from any of The Gap's default templates
• Team templates — start from an existing custom template (similar to duplicating)

You can search and filter by type in this modal. Hover over a template and click Use This Template to get started.

The editor will open with a cloned copy of the base template. The name will default to the original template name with "(copy)" appended — rename it to whatever you like.

Editing a template

You can open the template editor by clicking anywhere on a template row in the table, or via Edit in the ⋮ menu.

Meeting deliverables

Below the template name, you'll see Meeting Deliverables toggles. These control which deliverables are automatically generated when a meeting using this template concludes:

• Meeting minutes — always on (generated for every meeting)
• Business plan — toggle on if this meeting type should produce a business plan
• Marketing plan — toggle on if applicable

Sections

The template content is organised into collapsible sections. Each section has:

• A title (e.g. "Welcome," "Financial Review")
• A time estimate in minutes — this displays in the meeting agenda next to the section header as a suggested duration
• A Content tab — rich text editor for key talking points (supports bullet lists, numbered lists, bold, italic, and links). For delivery templates, this populates the agenda. For pre-work and feedback templates, this populates the client-facing form.
• A Delivery notes tab — advisor-only guidance that appears in the agenda and can be shown or hidden during the meeting

To add a new section, click Add Section at the bottom of the template.

Content blocks

Within each section, click Add Content to insert content blocks. There are two categories:

Questions (most relevant for pre-work and feedback templates):

• Short text — single-line text input
• Long text — multi-line text input
• Multi-choice — set up any number of options to choose from
• Rating — star rating with a comment field
• File upload — prompts the user to upload a file
• List answer — prompts the user to list multiple responses
• Checkbox — select one or more options from a list
• Schedule session — a date picker for scheduling the next meeting

Content:

• Image — upload an image from your computer

Each content block also has the same Content and Delivery notes tabs as sections, but without the time estimate field.

Reordering, duplicating, and deleting

When sections are collapsed, you can:

• Drag and drop using the six-dot handle to reorder sections (all content within the section moves with it)
• Duplicate a section and its content using the duplicate icon — useful as a starting point for similar sections
• Delete a section and all its content using the trash icon

Publishing

When you're happy with your template, click Publish to make it available for selection in meetings.

If you exit the editor without publishing, the template will be saved with a Draft status and won't appear in the template selector.

If you edit an already-published template, it will show as Published with draft changes until you publish again. The previously published version remains available in meetings until the new version is published.

Duplicating an existing template

To create a new template based on one you've already built, open the ⋮ menu on the template row and select Duplicate. This creates an editable copy you can modify and publish independently.