Once a company 1:1 template has been created by an admin, 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 How to 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.
Apply a company template
- Navigate to People > My team > 1:1s.
- Click into the desired 1:1 relationship.
- Within the agenda, select apply a template.
- Within the desired 1:1 template card, select Apply.
