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One to One | How to create a One to One template
One to One | How to create a One to One template

One to One, Manager

Written by Tobias Danielsson
Updated over a week ago

In this guide, we go through how you as an administrator set up and prepare One to One templates that can be used in the One to One module or by the managers themselves. The templates in your register can also be used by managers when they want to start their own One to Ones, perhaps a reconciliation or a weekly One to One. The possibilities are many, so get started with this guide!

Create questions in template format:

  1. Click the role icon at the bottom left and select settings.

2. Under the title Templates choose Discussion

3. If you want to create a new template -> Click on "Create"

4. Enter a name for the template and click "Create"

A new question template will now be created.

5. Click on the new template and you can then add a description and add questions.

6. Enter the text for the question / documentation. Create a new line for each question. Under each question there is a heading called "Answer", you can ignore this as the answer is in free text.

Note that the one to one itself is not created by creating a template. You then create the conversation under "Discussion".

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