How do I configure Action templates?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
1-to-1s |
| Enables 1-to-1 meetings, actions, and templates |
Required Permissions:
Configure 1-to-1 settings (
one-to-ones.settings.configure) — to manage action templates
Getting There
Go to Settings > Actions & 1-to-1 settings > click the Action templates tab to see your list of preconfigured action templates.
Creating a new action template
To create a new template, click Add action template. You need to:
Give the template a name
Add a description with details for the action
Optionally include a URL linking to a relevant resource
Click Add action template to save your new template. It will then be available during the action creation process.
Using an action template
When creating a new action, you can select your action template from the dropdown. Selecting the template automatically populates the fields with your saved content.
You can customize the pre-filled content for the specific situation after applying a template. Changes you make only affect the individual action, not the original template.
Managing action templates
From the Action templates tab, you can:
Edit existing templates to update their content
Delete templates that are no longer needed
View all templates in one place