Agenda templates turn recurring 1on1s and team meetings into high-quality conversations by giving teams pre-defined conversation topics & structure — so teams consistently cover what matters. They standardize expectations and guidance across the org, reducing reliance on memory or the facilitator’s experience to navigate important discussions.
With org-level templates, Governance/HR can standardize the types of conversations the organization wants happening (coaching, career growth, feedback, performance, etc.) while still letting managers and employees apply the right template in the moment and when applicable — directly from the meeting. Visibility controls ensure the right audiences see the right templates (HR-only, managers-only, or available to everyone), so sensitive or role-specific agendas stay appropriately scoped.
Audience for Templates
Template Creators (Governance / HR): Create, edit, publish, archive, and set visibility for organization templates.
Managers & Employees: Apply published templates you have access to during a meeting or 1on1.
Adding Pre-Defined Agenda Templates to a meeting
Open the Meeting (1on1 or team meeting).
Select the Add dropdown (same menu as Objectives, Key Results, Workstreams, Action Items, Files).
Click Template agendas.
In Select a Template:
Use Search by name to filter templates.
Select one or more templates (multi-select is supported).
Optional: click Preview to see the template content before adding.
Click Add Template and the topics will be added to your meeting!
What happens after you add templates
Topics for Discussion: Template topics are added as individual agenda topics to your WorkBoard meeting.
You can reorder them, change them or even selectively remove them.
Important Note: as the Preview shows, templates only add topics. WorkBoard elements [Team OKRs, Personal OKRs, PACE and Team KRs] do not get added to 1on1s and team meetings when a template is applied to a meeting.
Creating and Publishing Agenda Templates for the Organization
Agenda templates are created by users with Governance roles and published at the org level so the right people can use them in meetings.
1) Start a new template
Go to Governance → HR Management → Agenda templates.
Click New Template.
Enter a Template Name (required).
2) Choose who can see it (Visibility)
Use Visibility to control the audience for this template:
HR & Governance – only HR/Governance users can see and use it (mostly for scheduled check-ins)
Managers – only people managers can see and use it
Everyone – all employees can see and use it
Tip: You can select more than one audience if needed (e.g., HR & Governance + Managers).
3) Build the conversation & discussion topics
Add discussion topics to guide the conversation. You can:
Add topics (e.g., “Direction and goals”)
Reorder topics (drag handle)
Delete a topic (trash icon)
Keep prompts short and action-oriented so they work well live in a meeting.
4) Save it
Click Save to publish the template. Once published, the template becomes available to users based on the Visibility settings selected.
Important Note: as the Preview shows, templates only add topics. WorkBoard elements [Team OKRs, Personal OKRs, PACE and Team KRs] do not get added to 1on1s and team meetings when a template is applied to a meeting.
Set a default 1:1 agenda template
In addition to using templates ad hoc, HR/Governance can set one agenda template as the default for 1on1s — so the same topics shows up automatically without managers or employees having to add it each time. You can apply a default 1on1 template to:
Everyone in the organization (org-wide default), or
A specific leader’s sub-organization (for example, everyone in Daryoush’s org, including direct and dotted-line reports)
How to set it up
Go to Governance → HR Management → Agenda templates.
Open the template you want to use.
Click Manage 1on1 default templates [lower left corner of the template]
Under Set as 1on1 default template for, choose:
Everyone in the organization, or
Selected leader’s sub-organization
If selecting a leader’s sub-org, choose the leader(s) (e.g., Jackie).
Click Save.
What users will experience
New and existing 1:1s for the selected population will automatically use the default template structure.
Users can still add additional templates as needed that they have access to
Tracking templates applied to a meeting
Depending on your organization’s configuration, when you add an agenda template a chip appears under the meeting title with the template name (for example, Career Conversation). This chip is what WorkBoard uses to track template usage in analytics.
You can remove the chip by clicking the ×, but this only removes the label—it does not remove the agenda items that were added. If you remove the chip, the meeting will no longer count toward analytics for that template (e.g., it won’t be tracked as a Career Conversation).
Note: Native analytics for tracking templates used will become available in early May.
FAQs
Can I create my own personal templates?
Not yet! Templates can only be defined at an Organizational level at this time.
Will applying a template update the whole recurring series?
Not automatically. If you want to auto apply the topics, you'll need to "Make all Topics Recurring" from the kebob menu. Please note that making this choice doesn't contribute towards the counting of the usage of the template.
If I remove the chip, will it remove the agenda items too?
No. Chips are labels only, and removing them only impacts the counting of that toward analytics for that template. You can remove topics individually from the agenda - as well as removing only a subset of them.