Use the 1-on-1 agenda

Either 1-on-1 participant can add talking points to the 1-on-1 agenda at any point before or during the 1-on-1 meeting by clicking Add another talking point. Talking points added will appear on the other person's agenda in real time. Collaboration FTW!

You can also click Add a private talking point if there's something you want to discuss during the 1-on-1, but you don't want the other participant to be able to see the talking point on their 1-on-1 agenda.

Once you discuss a talking point, you can check it off. Checking off a talking point during a 1-on-1 means that it will not appear on the following 1-on-1 agenda. It will, however, continue to appear on the 1-on-1 agenda on which it was checked off (so your past 1-on-1s can serve as a record of what's been discussed in the past).

Unchecked talking points will carry over to your next 1-on-1 agenda without any intervention. These unchecked items will appear in the 'Talking points' section again and will maintain any comments or attachments on the following 1-on-1.

Any talking point on any 1-on-1 agenda can be marked as "repeating" by hovering over or clicking into the talking point field and then clicking the repeating icon.

If a repeating talking point is checked off, a brand new version of that talking point will be added to the following 1-on-1 agenda. If the repeating talking point had comments and/or attachments associated with it, they will not carry over - the version that appears on the next 1-on-1 will be a fresh copy.

Unchecked repeating talking points will act like any other unchecked talking points and roll over to the next 1-on-1 agenda. All comments and attachments will roll over with the talking point.

Sometimes, talking points are just the beginning of the conversation— oftentimes there is a larger discussion that takes place around the talking point. Though you can add general notes in the private/shared notes fields, adding comments in line with the talking point make remembering what was discussed much easier.

To add a comment to a talking point, hover over the talking point and click on the Chat bubble icon that appears to its right.

Type your comment, then click Post comment. Either 1-on-1 participant can continue to add comments in the thread as needed.

Comments can be added by either person and are visible to both people in the 1-on-1. After a comment is added, the other person in 1-on-1 will be notified via in-app notification feed and email (if enabled). Comments are not included in the '1-on-1 has been ended email'.

Either 1-on-1 participant can add an action item by clicking Add an action item. By default, action items you add will be assign assigned to you. You can assign an action item to the other 1-on-1 participant by clicking on the avatar to the left of the text field and selecting the other person.

Once you assign it to the other person, you will no longer be able to edit the action item. If you need to edit, you can always reassign it back to yourself, edit it, and then assign it to the other person.

There are two sub-sections that appear in the action items section: 'Previous action items' (which contains incomplete action items from previous 1-on-1s) and 'New action items' (which allows you to add new action items).

Action items can be added to the 'New action items' section at any point before the 1-on-1 is ended. Action items added will appear on the other person's agenda in real-time. Collaboration station!

A list of previous and new action items, along with owners, will be emailed to the participants once the 1-on-1 has ended. 

Once you complete an action item, you can check it off. Checking off an action item during a 1-on-1 means that it will not appear on the following 1-on-1 agenda. It will, however, continue to appear on the 1-on-1 agenda on which it was checked off (so your past 1-on-1s can serve as a record of past action items).

Unchecked action items from the current agenda will appear under the 'Previous action items' section on the following 1-on-1. All comments and attachments will roll over with the action item.

Action items might not be as simple as, "Did you do the thing or not?". Though you can add general notes in the private/shared notes fields, adding updates and/or comments in line with the action item make it easier for both people to know the latest status. 

To add a comment to a talking point, hover over the talking point and click on the Chat bubble icon that appears to its right.

Type your comment, then click Post comment. Either 1-on-1 participant can continue to add comments in the thread as needed.

Comments can be added by either person and are visible to both people in the 1-on-1. After a comment is added, the other person in 1-on-1 will be notified via in-app notification feed and email (if enabled). Comments are not included in the '1-on-1 has been ended email'.

Shared notes are visible to both 1-on-1 participants. They are updated in real-time for both participants, will be included in the summary email, and can be edited anytime— even after the 1-on-1 has been ended.