Lattice templates cannot be edited directly. However, admins can use these templates as a starting point by creating an editable copy using the steps below.
Before you start
Changes made to company 1:1 templates will impact future uses of the template.
Company 1:1 templates cannot be used as recurring agenda templates. To create recurring talking points, follow the steps in How to Create Company-Wide Recurring Talking Points for 1:1s.
Duplicate a Lattice created 1:1 template
Navigate to Admin > 1:1s > Settings.
Under Company 1:1 templates, select the ellipsis (...) > Duplicate next to the desired template.
Make the desired changes.
Select Save.