How do I use action templates?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
One-to-Ones |
| Enables 1-to-1s and actions functionality |
Required Permissions:
Assign Actions via Menu (
actions.assign) — to apply templates when creating actions from the menuFacilitate 1-to-1s (
one-to-ones.facilitate) — to apply templates when creating actions inside a 1-to-1 meeting
What Action Templates Do
Action templates are pre-configured action descriptions saved by your administrator. They give you a starting point for actions you assign often, so you don't have to retype the same wording or paste the same resource link every time.
A template can include:
A standard action description
A URL to a resource (for example, an eLearning lesson or policy document)
A suggested action type
You can apply a template, then change anything on the action before you save it. Edits don't affect the master template.
Applying a Template When Creating an Action
You can apply templates from either of the create-action paths.
Option 1: From the +Create menu
Step 1 — Go to + Create > click New action.
Step 2 — In the create action form, open the Action template dropdown and select a template. The description, URL and suggested action type fill in automatically.
Step 3 — Choose the assignee or assignees, set a due date and adjust the description if you want to personalise it for the individual.
Step 4 — Click Create action (or Create actions for a bulk assignment).
Option 2: From inside a 1-to-1 meeting
Step 1 — Open the meeting and click Actions in the agenda menu.
Step 2 — Start a new action. Open the Action template dropdown and choose a template.
Step 3 — Edit the description if needed, then click Create action.
Customising a Template
Once you've applied a template, every field is editable. You can:
Edit the description (add the agent's name, reference a recent contact, narrow the scope)
Change or add a URL
Pick a different action type
Adjust the due date for the individual
The original template stays as is — your edits only affect the action you're creating.
Tips
Templates work alongside bulk action creation, so you can apply one template and assign it to a group in one go. See How do I bulk assign actions?.
If you assign the same action repeatedly and there's no template for it, ask your administrator to add one.
If a template's URL is broken or the wording is out of date, flag it to your administrator so they can update the master template.