Employees can create customized agenda templates that include talking points they'd like to discuss regularly in their 1:1 relationships. Agenda templates are an organized way to add recurring talking points to your 1:1 meetings.
Set an agenda template
Non-manager agenda templates are set on an individual 1:1 basis.
Step 1: Navigate to the desired 1:1 agenda by navigating to Home > Plan 1:1s > Select the desired 1:1.
Step 1: Navigate to the desired 1:1 agenda by navigating to People > My profile > 1:1s > Select the desired 1:1.
Step 2: Within the 1:1 agenda, select Settings.
Step 3: Under Default agenda template, you will have three options for your upcoming 1:1: keep the Custom template, select a different agenda template you created, create a new template.
Option 1: Custom template
The custom template comprises any previously added recurring 1:1 talking points for that specific 1:1 relationship. If you would like to add to the agenda, add additional talking points and select Create as a template. This will create an additional agenda template.
Please note: the second participant may have already selected a template for your 1:1. You will have the option to choose a different agenda; however, you will be unable to edit or add to their template.
Option 2: Select a different agenda
Use the drop-down to select an agenda you created from the list.
Option 3: Create a new template
Add new talking points and click Create as a template. Name and assign your template to the desired participants.
Step 4: Save the 1:1 settings to save the new agenda.
Next, learn how to Use 1:1 Agendas as a Direct Report.