Note: The Custom template is made up of previously added recurring 1:1 talking points for that specific 1:1 relationship. (Optional) To create a new agenda template, select add the desired talking points and select Create as template to give the template a name, assign it out to other relationships, and save.Under Recurring agenda template, choose to assign an already created template from the dropdown.Select the 1:1 relationship you'd like to add an agenda template to.Assigned to (Optional): The active 1:1 relationships you'd like to assign the agenda toĬreating an agenda template for an individual.Agenda: Talking points that will be added to 1:1 agendas the template is assigned to.Select plus (+) > Configure agenda templates.If you'd like to assign templates first create a relationship and then follow the steps in Creating an agenda template for an individual. Note: These steps will only be accessible if you already have created a 1:1 relationship. 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.An employee will only be able to edit the agenda templates that they have created.
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