Overview
Meeting templates mean you can run different meeting types (e.g., 1:1s, PIPs, coaching/developmental 1:1s), and customize the structure of each meeting.
Templates allow you to:
Add fee-text custom questions
Add or remove widget types (e.g., remove Ratios from the meeting)
Change the order of widgets (e.g., start the meeting with 3 custom questions)
Specify an default template to be used across the organization
Change the template on a meeting-by-meeting basis
Create meeting templates
🔐 Permissions required: Manage meeting templates
Head to Customize OneUp, then Coach.
In the meeting template area, either add a new template using the +Add template button, or, duplicate the existing 1:1 (by OneUp) template, using the copy icon.
Then, give your template a name.
Next, choose widget types to add, or add custom questions.
Widget types include: agenda, ratios, notes, targets, actions: all the different elements that make up a meeting in OneUp.
Custom questions are bespoke free-text questions, that allow a free-text response within meetings. Write your question.
Choose your desired order.
Drag and drop the different widgets to specify the order you'd like the elements to appear in the meeting
Save.
Set an organization default template
In the Customize OneUp area, the first template listed will be your organization's default. This is the template listed by default when creating new meetings.
You can still change templates on a meeting-by-meeting basis, when creating a new meeting, or editing an existing one.
Find out more about creating meetings ➡️ here.