1:1s are a dedicated space to collaborate on agendas and track topics for productive and structured conversations between a manager and direct report or peers.
Create 1:1 Relationship
- Select "1:1s" from the left hand menu
- Click on "Create a new 1:1 relationship" on the upper right side of the page
- Type the person's name into the search bar to create 1:1 relationship
Note: In the drop down menu that will appear, by clicking on a name, it will automatically create a new 1:1 relationship and you will not be able to delete it after.
Watch this short video on how to create a 1:1 relationship, add topics and notes
Both participants in the 1:1 can create a new topic or action by clicking on "New topic or action item" and type the topic that you want to be discussed, or choose one from the Topic Library.
Tip: You can also add a goal or a report of your manager as a topic to your 1:1s
Note: Once you add a topic you can't edit or delete it after.
If you want a topic to be discussed in every 1:1 meeting that you have, you can click the 3 dots on the upper right of your topic, and then click "Mark as recurring".
If you don't want the topic recurring click the 3 dots, and then click "Mark as not recurring".
Add Notes to your 1:1 Relationship
Notes can be added to Upcoming Topics and Completed Topics by both 1:1 participants by typing on "Add your notes here..."
Note: Once you submit a note you can't edit or delete it.
If you want to see all the notes that have been submitted on one topic, you can click on "Show notes". To collapse the notes, click "Hide notes".
When you and your manager believe a topic has been completed, you can check the box on the upper left side of it, for it, to be moved to Completed Topics.
If you believe that the topic wasn't finished you can uncheck the box and the topic will automatically be moved back to Upcoming Topics.
Copy page link
This is useful when scheduling your 1:1 in your calendar.
Click on the upper right of your page, to copy the page link.
Other Ways To Create 1:1 Relationship
You can also create 1:1 from your goals, Review reports and Request reports, once they have been shared with your manager.