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.
- Click into the desired 1:1 relationship.
- Within the agenda, select Add conversation starter > 1:1 template.
- Within the desired 1:1 template card, select Apply.