You held your 1-on-1 meeting and are ready to end the current 1-on-1 in order to move on to a blank slate. When it comes time to close up the current 1-on-1 agenda and start a new one, follow the steps below. Psst. Even if you didn't schedule your 1-on-1 for a specific date, you can still end it with ease.
Why are you doing this again? Check out the science and value behind holding 1-on-1s with your people on our 1-on-1 science page!
End a 1-on-1
1. While you are in the current 1-on-1 agenda with your direct report, manager, or teammate, scroll down to the bottom and click End 1-on-1.
2. If the 1-on-1 had a scheduled date, and it is still correct, there is no need to change the 'This 1-on-1 happened on' date. You can go ahead and click the End button.
If no... It is common that 1-on-1s not have a scheduled date or have a scheduled date this is not accurate. This is especially true if the manager and direct report use the same agenda week after week. If the 1-on-1 did not have a scheduled date when End 1-on-1 was clicked, be sure to select the date that the 1-on-1 took place on before ending—even if it was last week.
3. Then click End.
If this is a 1-on-1 between a direct report and manager, a new 1-on-1 agenda will automatically be created and appear. If this is a 1-on-1 between two teammates or people not in a direct report/manager relationship, the next 1-on-1 agenda needs to be manually created.
4. After your 1-on-1 has been ended, a summary email with shared notes and action items will be sent to both parties. The 1-on-1 summary email will be sent 1 hour after the meeting is ended. Shared notes can be edited at anytime, even hours or days after the 1-on-1 ended.