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Adobe Connect Essential Training
Illustration by Neil Webb

Creating meeting templates


From:

Adobe Connect Essential Training

with Tim Plumer, Jr.

Video: Creating meeting templates

Previously I've shown you how you can use layouts as configuration of pods within a meeting to make it so that your meeting has structure and flow. And that's great, because you can set them up ahead of time and then when you need to change layouts or your configuration of pods, all you need to do is select from your Layouts menu the configuration that you're looking for. That's handy because it means that you don't have to think about it when you want to move from section to section of your meeting. Well, it turns out that you can do a very similar thing among meetings. What I want to do is I want to create a series of meetings that work and look exactly like this one and to do that I need to build a template.
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  1. 1m 38s
    1. Welcome
      53s
    2. Using the exercise files
      45s
  2. 14m 58s
    1. What is Adobe Connect?
      1m 34s
    2. The Adobe Connect family of products
      1m 4s
    3. Obtaining a license to use for the training
      2m 44s
    4. A quick start guide to Connect
      9m 36s
  3. 28m 40s
    1. Creating a new meeting
      5m 0s
    2. Inviting people to your meeting
      3m 3s
    3. Creating users on your Connect account
      4m 22s
    4. Setting up audio: Voice over Internet Protocol (VoIP)
      7m 30s
    5. Setting up audio: Universal Voice (POTS)
      8m 45s
  4. 33m 6s
    1. Meeting the pods
      3m 44s
    2. Managing the pods
      4m 6s
    3. Creating and managing layouts
      9m 54s
    4. Preparing mode
      3m 35s
    5. Working in the Presenter area
      5m 8s
    6. Creating meeting templates
      4m 11s
    7. Managing meetings
      2m 28s
  5. 33m 29s
    1. Revisiting the Attendees pod
      6m 55s
    2. Setting user roles
      7m 10s
    3. Creating groups of users
      4m 12s
    4. Resetting passwords
      4m 59s
    5. Managing access to a meeting
      5m 33s
    6. Using the Connect Add-in
      4m 40s
  6. 27m 33s
    1. Using the Share pod
      5m 52s
    2. Uploading additional content
      4m 37s
    3. Sharing your screen
      7m 3s
    4. Whiteboarding
      4m 4s
    5. Using Full Screen mode to focus the audience
      5m 57s
  7. 37m 24s
    1. Loading PowerPoint files
      7m 24s
    2. Working with PDFs
      4m 12s
    3. Adding JPGs to a meeting room
      3m 42s
    4. Working with Flash video and MP3s
      5m 0s
    5. Loading SWF files (Flash projects)
      3m 54s
    6. Managing content on the server
      8m 13s
    7. Securing a meeting room
      4m 59s
  8. 46m 30s
    1. Customizing your meeting room
      5m 57s
    2. Using the Notes pod
      3m 59s
    3. Allowing your audience to chat
      4m 38s
    4. Polling your audience
      5m 43s
    5. Using a webcam
      4m 43s
    6. Sharing files and web links
      5m 57s
    7. Working with other presenters in Prepare mode
      2m 46s
    8. Working with other presenters in the Q & A pod
      3m 40s
    9. Chatting privately
      2m 55s
    10. Setting preferences
      6m 12s
  9. 17m 3s
    1. Creating a recording
      7m 24s
    2. Editing the recording
      4m 52s
    3. Using the recording
      4m 47s
  10. 20m 46s
    1. Using the meeting as a room
      6m 0s
    2. Managing users as meeting participants
      5m 47s
    3. Video conferencing with the Camera pod
      4m 25s
    4. Controlling someone else's screen
      4m 34s
  11. 12m 34s
    1. Installing the AIR application
      3m 7s
    2. Managing meetings
      5m 23s
    3. Managing recordings
      4m 4s
  12. 3m 35s
    1. Downloading and installing the app
      45s
    2. Attending a meeting
      2m 50s
  13. 48s
    1. Next Steps
      48s

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Adobe Connect Essential Training
4h 38m Beginner Feb 24, 2011 Updated Sep 09, 2011

Viewers: in countries Watching now:

In Adobe Connect Essential Training, author Tim Plumer, Jr. explains how to deliver and host interactive web meetings, webinars, and e-learning tutorials using Adobe Connect. The course covers the software's many tools for streamlining communication and engaging participants, such as the screen sharing, full-screen, and whiteboard features. Also included are tutorials on recording presentations, video conferencing, and using Connect with an iPhone or Android-based smartphone. Exercise files accompany the course.

Topics include:
  • Creating a new meeting
  • Understanding and managing pods
  • Incorporating PDFs, JPEGs, and interactive content
  • Enabling public and private chat sessions for attendees
  • Sharing files and links
  • Polling an audience
  • Using a web camera
  • Controlling a participant's screen
Subjects:
Business Collaboration Web Conferencing
Software:
Connect
Author:
Tim Plumer, Jr.

Creating meeting templates

Previously I've shown you how you can use layouts as configuration of pods within a meeting to make it so that your meeting has structure and flow. And that's great, because you can set them up ahead of time and then when you need to change layouts or your configuration of pods, all you need to do is select from your Layouts menu the configuration that you're looking for. That's handy because it means that you don't have to think about it when you want to move from section to section of your meeting. Well, it turns out that you can do a very similar thing among meetings. What I want to do is I want to create a series of meetings that work and look exactly like this one and to do that I need to build a template.

The good news is that a template inside Connect is nothing but a meeting. So the first step to creating a template is to set up a meeting the way that you want your meeting to work. So in this case I've already get some layouts setup, but I'm going to finish this introductory layout by first hiding this particular pod and I'll use the Attendee list pod and we will put it over here on the left-hand side. So this is my introductory layout. I've got other layouts. To build a template from this I'm going to use the Connect portal that I used to create this meeting in the first place.

And I will even show you a shortcut for getting there. Under the Meeting menu I'm going to select Manage Meeting Information and what that will do is it'll pop your browser open and take you right to the meeting information for this particular meeting. Now the first step that I'm going to take for this is that I'm going to rename this meeting something meaningful. I'll select Edit Information and because this is going to become a template for all of my training meetings I'm going to name this Training, and then I can adjust any of these settings that I want to.

For my purposes I'm just going to adjust the name of the meeting. So we'll go ahead and click Save. I do need to point out that this is not going to change the URL. The URL is something that is static and really can't be changed after the fact. If I wanted to create a new meeting that have a URL/Training, well, then I can just go ahead and create a new meeting. But I don't need to because I've already set this up and it's good to go. Now I'm going to return to my Meeting List and you can see that I have several different meetings here including my Training meeting.

That's the meeting that used to be called Tim's First Meeting. This folder here called My Templates was created by Connect. I didn't build that, and this is the folder that's designed to hold your templates. So to create a template from a meeting all we are going to do is move it into that folder. Checkmark Training, I'll click on Move, and then to put it into My Templates I'm going to select it, click on the Move button, confirm it, and the meeting will seem to have disappeared from my Meeting List.

All that means is that it actually got put into this folder and if I click on this folder, you can see that I have a new template in there. I can create as many meeting templates as I need for my purposes and put them in there. I'm going to go back up one level, because now what I want to do is use the Training template that I just created to build a new meeting from it. To do that I'll click New Meeting. Give the meeting a name. Product Training.

We will give it a URL and then configure it any way that I like except to use the template that I just built what I'm going to do is select from among my templates, My Templates\Training. Training is the name of the template. My Templates is the folder that went into. We'll finish the process and then just to show you I'll click on the URL. It will take me into that meeting and you can see that the meeting looks exactly like the Training Template, except that this is the product training meeting.

It does have the four layouts that I've created. It does have the three pods in that first layout that I've created. So in every way the new meeting matches exactly the Training Meeting. Now, of course, I may want to adjust it from here to tweak it a little bit, but building a template is a very effective way of creating a new meeting based on a meeting I've created previously.

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