How do I create a 1-to-1 meeting template?
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:
Manage 1-to-1 Templates (
one-to-ones.templates.build) — to create and edit 1-to-1 meeting templates
Creating a 1-to-1 Meeting Template
Go to Settings > Actions & 1-to-1 settings > click Manage 1-to-1 templates > click the + New 1-to-1 template button.
Once you've entered the details, click Create template and you'll be taken to the next screen.
Here, you can start adding agenda items to your 1-to-1 meeting template by clicking the add the first agenda item link to reveal a modal pop-up.
You can repeat this process, adding as many agenda items as you need on your template.
Once you have added all of your agenda items, you can add acknowledgement items that will form the basis of the acknowledgement form that the agent completes following a 1-to-1 meeting.
Click the add acknowledgement item link to reveal a modal pop-up.
You can repeat this process, adding as many acknowledgement headings as you need on your acknowledgement form.
Once you're happy with the form, you can make it active by pressing the Publish template button.