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How To Change Talking Point Templates for a 1:1 Series
How To Change Talking Point Templates for a 1:1 Series

Find out to update Talking Point Templates for a 1:1 Series

Updated over a week ago

Recurring Talking Points

You can define a number of talking points to bring structure and consistency to your 1:1 meetings. You can choose from a list of Frankli talking point templates selected by your admin, or add your own. More details on this here

Editing Talking Points

To edit a talking point, select the Edit icon as seen below from either the 1:1 main page or in a meeting. This can now be done by either the owner or participant of the meeting.

This can be done on the main page of 1:1 as seen below

Or in the meeting click "Edit"

More details on this here

Saving changes to talking points for the series

First, select if you want to update just the next meeting or all future meetings, and then choose the template you wish to use or create your own custom talking points.

You can change the order of the recurring talking points by hovering your mouse over the participant's image on the left-hand side to reveal an ellipsis icon. Using this, you can drag the talking points to your desired location.

Once finished, confirm at the bottom of the page.

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