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 > 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
- Click Save.
Learn how to apply a 1:1 template after creating in Apply 1:1 Templates to your Direct Report Relationship.