1-on-1 templates within Pathlight

Templates within Pathlight allow for efficiency when creating meetings with a recurring cadence. Learning how to create a template for 1-on-1s will set you and your team up for success as you stay synced up on important topics, metrics, and other valuable insights. 

We recommend that you set up a template for any meetings where you meet regularly. 

In this article we will go over:

• How to Create a 1-on-1 Template
• Using a 1-on-1 Template

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How to Create a 1-on-1 Template

1. Click on your profile icon in the bottom left corner of Pathlight
2. Choose Settings
   
3. Choose Templates from the left menu bar
4. Click on New template in the upper right corner
5. New template window will appear allowing you to enter a Title & Category.
6. Category option should be 1-on-1
7. Choose which metrics you will regularly be syncing on by using the Select a metric dropdown menu and input the name of the individual's metrics that you would like to review (it's worth noting that you can add as many metrics as you would like, but it's important to stay focused on priority metrics for the individual)
8. Select the timeframe you would like to review for each metric
9. Next choose your recurring pulses
10. Once you have completed the input of recurring items use the blue Save button in the upper right corner to save your 1-on-1 template
11. From the Templates page you can view any public templates available to you or edit templates that you have created

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Using a 1-on-1 Template

1. Click on the + icon located in the left navigation bar
2. Choose New 1-on-1
3. Input who the meeting is intended for
4. Select a meeting schedule
   1. Create meetings from an existing repeating Google Calendar event can be done if you have integrated your Google Calendar with Pathlight previously
   2. Create meetings from a manually defined schedule will allow you to set a regular cadence within Pathlight if you do not have your calendar integrated
   3. Create a 1 time meeting is great for meetings that only happen one-off or ad-hoc.
5. Select Next
6. New 1-on-1 window will appear, select + Import from template
7. You will now see the option to Import Metrics & Pulses From... and you can choose the template you created for the 1-on-1
8. After you have selected the appropriate template, click Import Metrics & Pulses button. 
9. Once templated metrics and pulses appear, click on Create to save the 1-on-1
10. You will then see the newly created 1-on-1 in your 1-on-1s view with all imported metrics and pulses available

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How to Edit a 1-on-1 Template

1. Click on your profile icon in the bottom left corner of Pathlight
2. Choose Settings
3. Choose Templates from the left menu bar
4. Click on the Edit icon next to the appropriate template
5. The Edit Template window should open and you can make changes to the template
6. Click on Save before closing the window

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We hope this was helpful! If you have any questions or need further assistance, please contact us at support@pathlight.com.