Once an admin or the manager has created a 1:1 template, managers can apply the company template to individual 1:1 relationships with their direct report.
Before you start
Ensure your 1:1 relationship has been created before adding a template.
Company templates cannot be used as recurring templates. Learn how to set recurring agenda templates in Create a 1:1 Agenda Template as a Manager.
Company templates will be applied to the current 1:1.
Only admins can edit company templates. However, once applied, participants can edit, remove, or add additional talking points to the agenda.
Note: Direct reports cannot remove company or manager talking points in the 1:1. Only managers can remove the company or templated talking points.
Apply a template
Navigate to 1:1s.
Select the desired 1:1 relationship.
Within the agenda, select Add conversation starter > 1:1 template.
Within the desired 1:1 template card, select Apply.
Apply a template to the next meeting only
Navigate to 1:1s.
Select Manage templates.
Next to the template to be used, select Apply.
In the window, ensure Next 1:1 is selected, and the manager can enter which 1:1s they want to add this template to.