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Our former Customer Success Manager (CSM) set up Action & Measure branded templates for our Performance Conversation Objectives and Value Objectives. However if an employee clicks on 'Add Objective' or 'Add Value Objective', the template does not get carried over. The CSM had to create five set blank Objectives and Value Objectives in our review template to work around this, but if an employee has a sixth Objective, they'll have to copy and paste the branded template, which is not ideal. We need the template to carry over when they create a new Objective or Value Objective.
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Unfortunately, this idea has had a low amount of community interest over a large portion of time and has been moved into this status. Please know that this idea is not archived, and when it receives additional votes in the future, it will be reassessed.
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