How to Change Templates for 1-on-1s

For user-initiated 1-on-1s that have not been started, either participant can change the template for the current 1-on-1.

In this article: 

• Overview
• Requirements
• Change Template for a 1-on-1
• Change Template for a Future 1-on-1

Overview

For user-initiated 1-on-1s that have not been started, either participant can change the template for the current 1-on-1. Future 1-on-1 instances are not affected.

This can be especially helpful for organizations that conduct regular 1-on-1s, but once a month or quarter, use a different template.

Requirements

• Available for all users
• Available for user-initiated 1-on-1s

Change Template for a 1-on-1

To change the template for a 1-on-1: 

1. Access the user-initiated 1-on-1
2. Click Change Template to expand a menu of template options
   • Note: If either participant has responded to any of the questions, the Change Template option no longer appears to avoid overwriting a participant's draft
3. Click and select the template the 1-on-1 should use
4. Click Save to refresh the 1-on-1 with the new template for both participants

Change Template for a Future 1-on-1

1-on-1s launched earlier than their original date can launch with a template different from the originally selected template. Learn more.

To change the template for a future 1-on-1: 

1. From the 1-on-1 homepage, in the Recurring Check-Ins card, click the team member's corresponding ⋮ icon to expand a menu of options
2. Click Launch Next in Series
   
   
   
3. In the modal, click Change Template (Optional)
4. Select the template for the future 1-on-1
   • The template change only affects the following 1-on-1, all other future 1-on-1s will use the originally selected template option
5. Click Launch Now to launch the 1-on-1 with the selected template