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Leapsome Flow Example: Creating 1:1 meeting template

Preview this Leapsome user flow: Creating 1:1 meeting template. Explore the opening screens.

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This flow facilitates the customization of meeting templates by adding and editing sections relevant to the meeting's agenda.

User navigates from weekly calendar view to template menu, selects event template, and populates details in a persistent side panel editor

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Playbook Templates · Dock from Dock
Playbook Templates · Dock from Dock
Playbook Templates · Dock from Dock

User starts from templates empty state, selects creation method via modals, names template with sharing permissions, then builds content in block editor until published

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