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Manage 1:1 Agenda Templates as a Manager

Dianmarie De Jesus
  • Updated

Edit or delete 1:1 agenda templates (formerly recurring talking points)

Managers can update or delete their 1:1 agenda templates. Changes made to templates will impact all future 1:1s where the template is assigned.

Note: Edits cannot be made based on individual 1:1 relationships. To adjust the agenda template for one relationship only, you will need to create a new agenda template. 

Edit or delete an agenda template for your team

  1. Navigate to your profile icon > Manage settings.image of Lattice home page where a red square highlights the profile icon and an arrow points to the Manage Settings option
  2. Navigate to Team Settings > 1:1s.
  3. Next to the desired agenda, select the ellipsis (...) and choose Edit agenda template or Delete. 

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