TidyHQ Connect

Feature Guide

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In this quick demo Jordon walks through our new meeting and project templates feature showing how peak bodies can share templates as resources to their connected organisations. Jordon also covers how organisations are able to use their own meeting and project templates to save duplication efforts for regular meetings / recurring projects.

For any feedback or questions – please reach out to [email protected]

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Demonstration

CleanShot 2025-08-29 at 11.22.42.mp4

Overview

• Templates can be created and shared to connected organisations
• Connected organisations (child clubs / associations) have access to shared templates from the peak body and can also manage their own templates
• Any attachments for agendas, projects, tasks in templates will also be shared meaning peak bodies can provide resources and guides when sharing templates
• Templates can be created easily from scratch or existing meetings
• The ‘new meeting’ and ‘new project’ flow promote the use of templates to encourage more efficient admin practices