1:1s are a dedicated space to collaborate on agendas for productive and structured conversations between managers and direct reports or peers. Both topics and action items can be tracked to ensure accountability and progress.

Create 1:1 Relationship

  1. Select "1:1s" from the left-hand menu

  2. Select "Create a new 1:1 relationship" on the upper right side of the page

  3. Search for the person you want to create a 1:1 relationship and select their name from the list.

Other Ways To Create 1:1s

You can also create 1:1 from:

  • a person's profile page

  • a specific goal or objective detail page

  • Review reports or Ask-For-Feedback Request reports (once they have been shared with your manager)

Topics

Both participants in the 1:1 can create a new topic by selecting "New topic” and typing the topic to be discussed, or selecting one from the Topic Library.

Tip: You can also add a goal or a review report of either person as a topic to your 1:1s

Recurring topics

If you want a topic to be discussed in each 1:1 meeting, select the 3 dots on the upper right of your topic, and then select "Mark as recurring".

When you no longer need this topic, select the 3 dots, and then select "Mark as not recurring". You can now complete the topic.

When a topic has been discussed, tick the box on the left side. The topic will be moved to the Topics covered list.

Action Items

Both participants in the 1:1 can create a new action item by selecting "New action item” and typing the topic to be discussed. Action items can be assigned to one of the 1:1 participants to make sure that people are held accountable.

When an action item has been discussed, tick the box on the left side. The topic will be moved to the Completed action items list.

Editing and Archiving Topics and Action Items

Edit topics or action items by selecting the 3 dots on the right and then selecting “Edit topic” or “Edit action item.” Please note that topics from the topics library cannot be edited.

Topics and action items can be achieved by selecting the 3 dots on the right and then selecting “Archive topic” or “Archive action item.”

Archived topics or action items can be viewed by selecting “View archive” on the top right of the 1:1s page.

Adding Notes to topics

Notes can be added to topics by both 1:1 participants by selecting "Show notes" and typing the notes in the text box. Notes can be edited or deleted.

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".

Copy page link

It can be useful to add the link to your 1:1 in the calendar invite. Click on the upper right of your page, to copy the page link. The 1:1 will only be accessible to yourself and the other 1:1 participant.

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