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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a conversation form

Use the Create a conversation form to schedule a conversation with an employee when the Microsoft Outlook integration isn’t enabled for Manager Hub.

FieldDescription
OrganizerName of the manager scheduling the conversation.
Have this conversation withName of the employee with whom you want to converse.
Conversation titleName of the conversation. You can update this value.
DateDate of the conversation. The format is <YYYY-MM-DD>. You can use the Show Calendar for Date icon to select a date.
ReoccursThe frequency at which the conversation occurs.
Send inviteSelect Send invite to schedule the conversation.The scheduled conversation appears in a new tab. You can update talking points, action items, or any other notes required for the conversation.
CancelClose this conversation.

Parent Topic:Reference for Manager Hub

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Components installed with Manager Hub

Campaign configurations for Manager Hub

Default configurations for important dates

Default configurations for team requests

Default configurations for team data

Default configurations for team column data

Default configurations for filter groups

Default configurations for daily stats

Default configurations for To do's

Default proactive prompts for Manager Hub

Use the View menu icon in Manager Hub

Assign learning form

Schedule a conversation form