Managers and non-managers can create customized agenda templates that include recurring talking points and action items they'd like to discuss regularly in their 1:1s.
Before you start
Agenda templates can only be created after you have created a 1:1 relationship. Learn more in Turning On/Off 1:1s as a Manager.
An employee will only be able to edit the agenda templates that they have created.
Only the template creator can view the employees the template is shared with.
Create an agenda
Navigate to 1:1s > All 1:1s > Manage templates.
Select Create template.
Fill out the agenda template fields:
Name: Title of your template
Agenda: Talking points that will be added to 1:1 agendas the template is assigned to
Action items: Add any action items that should be visible during each 1:1 meeting
Category: Add a category the template should belong to to help organize
Description: Add a description to explain the purpose of the template
Select Save.
Create an agenda template within an agenda
Navigate to 1:1s and enter a 1:1 relationship.
Within the agenda, select Add conversation starter > 1:1 template > Your templates.
Find and click Create template card.
Fill out the agenda template fields:
Name: Title of your template
Agenda: Talking points that will be added to 1:1 agendas the template is assigned to
Action items: Add any action items that should be visible during each 1:1 meeting
Category: Add a category the template should belong to for organization
Description: Add a description to explain the purpose of the template
Select Save.
Learn how to apply a 1:1 template after creating in Apply 1:1 Templates to your Direct Report Relationship.