How to create an agenda template as a manager?

Agenda templates help standardize recurring conversations like weekly check-ins or performance syncs.

1. Go to 1:1 → Templates

Open the 1:1 module and click Templates in the top navigation.

2. Click + New Template

This opens the template creation form.

3. Add details

• Title
• Description (optional)
• Talking points for the agenda

4. (Optional) Add an audience

You can share the template with specific groups so they can use it in their 1:1s.

5. Click Create Template

Your template will be added to the Templates list.