Creating and Customizing Summary Templates ✍️

How to Create a New Summary Template

Go to Templates in your Jurnie app.
Click Create Template.
Template Name → Enter the name of your template (e.g., “Sales Call Summary”, “Weekly Sync”, “Client Onboarding”).
Template Description → Describe what this template is for and when it should be used.
Under Template Sections, begin building the structure of your summary:
- Section Title → Give your section a name.
- Section Description → Explain what content Jurnie should capture for this section.

👉 You can add as many sections as you want, perfect for creating templates suited to different meeting formats.

The default Jurnie summary template includes:

This template cannot be edited directly, but you’re welcome to use it as inspiration when building your own.

Template Name: Feature Requests

Template Description: Capture all details about new feature requests in a structured and actionable way.

Sections:

Requester Details 🧑‍💻
Who submitted the request (name, role, email).
Example: Anna Jensen, Product Manager, anna.jensen@example.com
Feature Summary 📝
Brief description of the requested feature.
Example: Allow users to filter search results by multiple tags simultaneously.
Business Justification 💼
Why this feature is needed or what problem it solves.
Example: Users spend too much time scrolling; multi-tag filtering improves efficiency.
Priority & Impact ⚡
Set priority and potential impact for planning.
Example: High priority; improves user retention and reduces support tickets.
Proposed Implementation or Notes 🛠️
Additional details, mockups, or suggested approaches.
Example: Multi-select dropdown with tag chips; update search API for multiple tags.
Dependencies & Risks ⚠️
Any dependencies or potential risks.
Example: Depends on updated tagging system; may increase search query load.
Action Items ✅
Next steps or assigned responsibilities.
Example: Assign to Dev Team; due 30/12/2025; follow-up meeting 25/12/2025.