OVERVIEW
Target audience: McGill staff, faculty and students
Microsoft Teams Premium allows you to create and reuse custom meeting templates to save time, ensure consistency, enforce policies and enhance meeting experiences.
Templates can predefine meeting options such as lobby settings, chat, recording, watermarking and other features. This helps streamline setup and enforce best practices, especially for recurring or large-scale meetings.
For full explanation of meeting options, see Microsoft’s documentation: Meeting options in Microsoft Teams.
This article can help you select the most appropriate solution for your needs.
In this article:
Who can use it
All McGill users with a Microsoft Teams Premium license can create and use custom meeting templates.
Note: Creating custom meeting templates is only available with Teams Premium, which is not included with the default Teams license. Additional charges may apply for advanced features.
To request access, see Microsoft license purchases form.
Creating a custom meeting template
- Open Microsoft Teams (desktop or web).
- Go to the Calendar tab (in the left navigation pane).
- Click the arrow next to "New event" and select "Create template".
- Customize the meeting options you need, such as lobby settings, recording transcriptions, watermarking or end-to-end encryption). See examples of meeting options below:
- Enter a name and description for your template:
- Click Save. Your template will now be available for reuse whenever you schedule a new meeting.
Use a meeting template
- From the Calendar tab, click the arrow next to New meeting.
- Select your saved template.
- Add the meeting title, attendees and other details.
- Send the invitation - the template settings will be applied automatically.
Edit or delete a template
- Go to Calendar and select New meeting and click on Manage templates.
- From here, you can rename, update or delete your saved templates.
Frequently asked questions
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Q: Can I edit a template after creating it?
A: Yes, templates can be edited or deleted from the same interface where they were created.
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Q: Can I share my template with others?
A: Templates are available to the user who created them. Admins can publish templates for broader use.
Best practices and policies
- Apply sensitivity labels to meetings that require compliance.
- Pre-configure and lock critical settings (e.g., watermarking, recording or encryption) for executive or confidential meetings.
- Streamline the template by hiding or disabling options that are not needed, to simplify the meeting experience.
Training & documentation
For more help, please visit the resources provided by Microsoft:
For further support with Microsoft Teams meetings, webinars, town halls and live events, you can book a Q&A session with Collaboration Solutions.
Support
For support, contact the IT Service Desk.
