Each employee can create meeting templates for themselves.
To get started, click 1:1 Meetings > Templates, then select the New Personal Template tile on the next page
Give the template a name and a description, so you know what you’re using it for. Then, fill in your talking points.
Permissions – who can see the meeting?
You may be able to set the visibility for this template or in the meeting itself, but if not, it likely means that your HR Admins have set global permissions that cannot be overridden. Reach out to your account admin if you need to customize Meeting Visibility.
Permissions – who can use the template?
You can share the template with your manager, your direct reports (if you have any), and your teammates. Note that your teammates are the people who report to the same manager.
Using your templates
When you create a 1:1 Meeting, your templates will be available. The folks you’ve shared the template with will also see it there.
