This article discusses how to search and filter your 1-on-1 content. Using 15Five’s powerful search and filter options, you can find exactly what you need in your 1-on-1s. Whether you’re looking for specific action items, notes, talking points, or even comments from past discussions, the intuitive search functionality allows you to refine results by keywords, participants, content type, and date range.

In this article, you will learn...

Access and availability

⛔️ Required access to 1-on-1s.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.


How to search your 1-on-1s 🔍

  1. Click 1-on-1s in 15Five's main, left-hand navigation bar.
    1-on-1sMainNav.png
  2. Open the "Search" tab using the top navigation.
    1on1s-Search-Tab.png
  3. You’ll be directed to the 1-on-1s search page. Here, you'll also see shortcuts to view all of your 1-on-1 notes, 1-on-1 content from the current month, or all 1-on-1 comments.
    Search-Options-1on1s.png
  4. Use the "Enter a keyword" field in the top, right-hand corner of the page to search for a term. Select a keyword as close as possible to what you're looking for, and the closest and best matches will appear at the top of the page.
    Screen_Shot_2021-09-24_at_3.44.28_PM.png
  5. Filters at the top of the page allow you to refine the 1-on-1s that will be searched.
    1on1s-Filters.png
    The following filters are available:
    People

    This filter allows you to search through all 1-on-1s held with either one specific person or multiple people. The dropdown menu will be populated with all individuals you have held 1-on-1s with in the past.

    Screen_Shot_2021-09-24_at_3.48.22_PM.png

    Content type

    Use the 'Content type' filter to search different parts of 1-on-1 agendas. You can search talking points, action items, notes, and/or comments.

    Screen_Shot_2021-09-24_at_4.19.26_PM.png
    • Note: Selecting the 'Notes' content type will return shared and private notes that match the other filters you selected. Private notes are only visible to the person that wrote them.
    • Comment: Selecting the 'Comment' content type will return all comments on talking points or action items that match the other filters you selected.
    • Action item: Selecting the 'Action item' content type will return all action items that match the other filters you selected.
    • Talking point: Selecting the 'Talking point' content type will return all talking points that match the other filters you selected.
    Start date and End date

    The Start and End date filters allow you to search only 1-on-1s that were ended or scheduled within a certain period of time. For example- if you select a start date of September 1st, 2021 and an end date of September 27th, only 1-on-1s that were ended or scheduled between those dates will appear in search results.

    Screen_Shot_2021-09-24_at_4.30.29_PM.png

    ✏️

    Note

    The date filters are only for 1-on-1s that have been ended or scheduled. Leave these filters blank if you are looking for unscheduled 1-on-1s.

  6. All 1-on-1 agendas that match your search queries and filters will appear in the 1-on-1s list.
    1on1s-Search-Results.png

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