Schedule a 1-on-1

1-on-1 meetings are most effective when held regularly. Scheduling your 1-on-1s in advance or on a recurring basis ensures that the meetings are taking place at a regular cadence. Setting a date for your 1-on-1 meeting is a good first step, but making the 1-on-1s recurring, creating a calendar invite for the meeting(s), and adding a static link to the 1-on-1s via the calendar invite all help up-level accountability and set clear expectations. Below are the steps to scheduling a 1-on-1 meeting—whether it be recurring or whether you like to schedule them as each meeting takes place.

Schedule a 1-on-1 (non-recurring or recurring)

1. Click on 1-on-1s from the left navigation.

2. You'll land on your 'My 1-on-1s' page where you'll automatically see a list of your direct reports (if you have direct reports) and a list of all people that you have held a 1-on-1 with previously.

3. Click into the 1-on-1 that needs an action item added to it. If you don't have a 1-on-1 open with the person, create a new 1-on-1.

4. In the 'Details for this 1-on-1' box to the right of your talking points, click the Schedule 1-on-1 button.

5. A '1-on-1 Settings' pop-up window will appear, containing options to schedule your 1-on-1. 

• If you want the 1-on-1 meetings with this person to be managed and scheduled on an individual meeting basis, click Does not repeat. Then you are done with scheduling until the current 1-on-1 has been ended and you're ready to schedule the next.
• If you want the 1-on-1s with this person to be recurring, meaning ended and created automatically on a regular cadence, click the Repeats option. After choosing the repeating option, decide on the cadence and whether or not the 1-on-1 should be ended automatically.
• In either case, remember to click Save before returning to the 1-on-1.

6. Now from the 1-on-1 agenda, you will see your scheduled date to the right of your talking points. 

Change my 1-on-1 schedule

If you need to change an existing 1-on-1 schedule, you can do so at anytime.

1. Start on the 1-on-1 whose date/schedule needs to be updated.

2. To the right of the talking points section, there is a box titled '1-on-1 Settings'. Click the purple Reschedule 1-on-1 link.

3. From here, there are multiple ways to change the schedule of your current 1-on-1 or your 1-on-1 schedule.

• If you want the cadence to remain and simply need to change the current 1-on-1 date only, click into the calendar and change the date. Click Save. You're all set!

• If the 1-on-1 was already on a repeating cadence and you need to edit the settings beyond the current 1-on-1, click Edit recurring settings. For example, I want to change my 1-on-1s with this person from occurring every Wednesday to every Thursday. In this case, you need to edit the recurring settings. Another example, I want to change my 1-on-1s with this person from occurring every Wednesday to non-repeating and managed on an individual meeting basis. If you need to edit recurring settings, proceed to the next steps.

4. The '1-on-1 Settings' pop-up window will appear, containing options to reschedule your 1-on-1. 

• If you want the 1-on-1 meetings with this person to be managed and scheduled on an individual meeting basis, click Does not repeat. Then you are done with scheduling until the current 1-on-1 has been ended and you're ready to schedule the next.
• If you want the 1-on-1s with this person to be recurring, meaning ended and created automatically on a regular cadence, click the Repeats option. After choosing the repeating option, decide on the cadence and whether or not the 1-on-1 should be ended automatically.
• In either case, remember to click Save before returning to the 1-on-1.

5. Update your 1-on-1 calendar invite to match the scheduling changes. May we suggest adding a static 1-on-1 link to your calendar invite to give both people one-click access to the current 1-on-1. The link will always be valid and will always take both people to the current 1-on-1.