A message template is a pre-filled message that has been created for recurring communication, such as 1:1 meetings with a manager or weekly team updates. It often includes data snapshots of performance against key metrics. You can use a template by selecting the “From Template” button in the left nav bar.
How to create a templated message
- Click the “from template” button
- Select a template
- Select whose data you want to pre-fill the template with.
Note: If you are sending this to your manager, add your name here. If you are a manager sending a message to your team member, then fill this with the team member's name.
- Select Next to start your message with the template
- Add in any notes or additional metrics, and send the message!
Note: If the template has embedded metrics and you have not selected a person in the above screenshot, the embedded metrics in the template will show “No data.”
Still have a question? Send a message to our Pathlight support team using the chat in the bottom right corner.