Summary templates

A summary template tells Jurnie how to lay out a summary: a description of the kind of meeting, and a list of sections, each saying what it should contain. Jurnie writes the summary under those sections and translates their titles into the summary's language, so one template works whatever language a summary is written in.

Create a template

1. Open Templates. It's in the sidebar or, if your organization uses memory, in the account menu (your name at the bottom of the sidebar).
2. Click Create template.
3. Pick a starting point: Blank template, or one of 20 ready-made templates such as Client discovery, Sales discovery, 1 to 1 or Stand-up. Click Use template or Start blank.
4. Fill in the Template name and the Template description: what kind of meeting this is and what you want from the summary.
5. Under Template sections, give each section a title and a description of what it should contain. Both are required. Use Add section for more, and drag sections to reorder them.
6. Click Create template.

Who can see and edit it

A new template is Private: only you can see and use it. To share it, use the menu at the top of the template page and save, or the icon on its row in Templates. Under Share with, pick one of your teamspaces or Anyone at your organization (with your organization's name). Then, under Access, choose Can use to let them pick it for their meetings, or Can edit to let them change it too. Sharing it with a different teamspace, or with your whole organization, sets Access back to Can use.

If your organization doesn't use teamspaces, or you aren't in one, the menu has three options instead: Private, Anyone at your organization can use and Anyone at your organization can edit.

In Templates, a shared template's row shows its teamspace's icon and name, or a building when it's shared with your whole organization. A pencil means others can edit it.

Only the person who created a template can change who it's shared with. If they leave its teamspace, or teamspaces are turned off, it stays shared, and they can lower its Access but not raise it. The creator and anyone who can edit a template can delete it (More options → Delete template).

A template you can't edit opens as View only. To build on it, open More options and click Duplicate. That opens a private copy named "… (Copy)"; click Create template to save it.

Use a template for a meeting

On a meeting's page, the template menu sits above the tabs, next to the labels. Choose a template, or No template. Jurnie then rewrites the summary with it, replacing the current one. The menu only appears once there's at least one template you can use.

Once a template you can use is shared with a teamspace, template menus group your templates by who they're shared with: Private, each teamspace, and Anyone at your organization. If a meeting uses a template you can't open, the menu shows A template you can't access, and you can still regenerate the summary with it.

When you invite Jurnie to a live meeting, you can also pick a Summary template in the invite dialog. See Invite Jurnie to a meeting.

Set a default template

Go to Settings → Account → Default summary template, pick a template and click Save changes. It can be any template you can use, including one shared with a teamspace. If you lose access to it, it shows as Template no longer available, and your organization's default applies instead.

While a template is your organization's default, it can't be shared with fewer people. An admin has to choose another default first.

For a new meeting's first summary, Jurnie uses the template chosen for that meeting, then the meeting owner's default, then the organization's default, and otherwise no template. Changing a default doesn't change summaries that already exist.