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Create Agenda Templates as a Non-Manager

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  • Updated
How to set agenda templates in a 1:1 (formerly recurring talking points)
 

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.

Before you start

  • Non-managers can create agenda templates in their 1:1s but will not be able to edit an agenda template their manager has created.
  • An employee will only be able to edit the agenda templates that they have created.
  • Only the creator of the template will be able to view the employees the template is shared with; the direct report cannot view who the template is shared with.

Create an agenda template from 1:1 settings

Note: These steps will only be accessible if you already have created a 1:1 relationship. If you'd like to assign templates first create a relationship and then follow the steps in Creating an agenda template for an individual.

  1. Navigate to People > My profile > 1:1s.
  2. Select Manage templates.
  3. Select Create template.
  4. 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 in order to help organize
    • Description: Add a description to explain the purpose of the template
  5. Select Save.

Creating an agenda template within an agenda

  1. Navigate to People > My profile > 1:1s. 
  2. Click into the desired 1:1 relationship.
  3. Within the agenda, select Add conversation starter > 1:1 template.
  4. Find and click Create template card
  5. 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 in order to help organize
    • Description: Add a description to explain the purpose of the template
  6. Click Save. 

To assign after creating:

  1. Within the agenda, select Add conversation starter > 1:1 template. 
  2. Find and click Apply on the template card.
  3. Choose to apply the template for either:
    • This 1:1
    • This and all upcoming 1:1s
  4. Click Apply.

Next, learn how to Use 1:1 Agendas as a Direct Report.

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