Duplicating a 1-to-1 Template

Overview

Duplicating a 1-to-1 template allows you to create a copy of an existing template, saving time when you need a similar structure for a new purpose. This is particularly useful when adapting templates for different teams, departments, or check-in types without starting from scratch.

Whether you want to reuse question sets or create a variation of an existing workflow, duplication gives you a head start.

Functionality Breakdown

When you duplicate a template, the following elements are copied:

Question Set Options

When duplicating, you can choose how to handle question sets:

Quick Start Guide

Duplicating a Template

1. Navigate to My Development → 1-to-1s in the sidebar

2. Click the Templates tab

3. Find the template you want to duplicate

4. Click the three dots menu

5. Select Duplicate

6. Choose how to handle question sets

7. Click Duplicate

Editing the Duplicated Template

1. The new template opens automatically

2. Update the name to reflect its purpose

3. Modify settings as needed

4. Edit or add question sets

5. Save your changes

Duplication Options Explained

When to Duplicate Question Sets

Choose this when:

• You want to modify questions for the new template

• Different teams need different question wording

• You're creating a variation for a specific use case

When to Link to Existing Question Sets

Choose this when:

• You want consistency across templates

• Changes to questions should apply everywhere

• You're creating different cycles for the same content

Pre-requisites

To duplicate a template, you need:

• Creator access to the template, or

• HR, Admin, or Owner role

Role Requirements

Use Cases

Department Variations

Create department-specific versions of a company-wide template:

1. Duplicate the master template

2. Adjust questions for department context

3. Rename appropriately (e.g., "Sales Team Check-in")

Pilot Testing

Test new question formats without affecting existing workflows:

1. Duplicate the current template

2. Modify questions in the copy

3. Run a pilot with a small group

4. Roll out widely if successful

Seasonal Adaptations

Create time-specific versions:

1. Duplicate your standard template

2. Add seasonal questions (e.g., year-end reflections)

3. Use for specific cycles

FAQs

Q: Can I duplicate an archived template?
Yes—archived templates can be duplicated. The duplicate is created in an active (non-archived) state.

Q: What happens to cycles when I duplicate?
Cycles are not copied. You'll need to create new cycles for the duplicated template.

Q: Can I undo a duplication?
You can delete the duplicated template if you no longer need it.

Q: Will changes to the original affect my duplicate?
Only if you chose to link to existing question sets. Template settings are independent.

Troubleshooting