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      Manager - How to create a Template

      This article guides you through creating a customized template as a Manager using the Inbox (Conversations) module.

      We recommend that managers primarily use the templates provided by the organization, but they also have the option to create new templates if needed. If a manager develops a template that could be useful to other managers or the wider organization, they should share it with HR so it can be co-created and made available broadly.

      When building your customized template in MyQ7Leader, consider these preparatory steps:

      1. Define the Purpose: Identify the goal of the template (e.g., performance review, coaching, feedback session) and the expected outcomes.

      2. Choose Key Themes: Select 3–5 main themes to organize your conversation, such as Performance, Strengths, Career Development, or Feedback.

      3. Draft Questions: You can combine open-ended questions that encourage reflection and discussion and closed-ended questions that could help your organization gain quick insights on particular topics.

      4. Structure the Conversation: Organize your template into logical sections. 

      How to Create a Template

      Creating and customizing templates helps you streamline workflows and maintain consistency across your team. Follow the steps below to create or modify a template in the Inbox module.

      Accessing Templates

      1. In the Inbox module, click the three lines in the top-right corner of the screen.

      2. You’ll see all templates published by your administrator.

      3. You can:

        • Use an existing template as it is,

        • Duplicate and customize one, or

        • Create a brand-new template from scratch.

      Duplicating and Editing a Template

      1. Click the page + icon next to the template you want to duplicate.

      2. Start editing to adjust content, layout, or questions to suit your needs.

      3. Use the eye icon to preview your template.

      4. When you’re satisfied, click Save to publish your changes and start using the template with your team.

      Creating a New Template

      1. Click Add to create a new template.

      2. Choose your preferred builder option:

        • Basic Builder – Ideal for quick, one-page templates using standard input controls.

        • Advanced Builder – Perfect for complex, logic-based templates. Create multi-page structures and apply conditional logic for more dynamic workflows.

      With these tools, you can easily design templates that match your team’s unique processes, whether simple or sophisticated.

      You can preview your template at any time by selecting the eye icon.

      Once your structure is complete you can save as draft or publish. 

      Refer to this article to learn more about the different types of questions available.