Add a talking point directly to a 1-on-1 agenda. When complete, the talking point appears in the Talking points section of that agenda and is visible to both participants (unless marked private).
Before You Begin
- You must have access to 1-on-1s. This feature is available on the Perform, Legacy Focus, and Total Platform packages.
- The person must already appear on your My 1-on-1s list. If they do not, see Create a new 1-on-1 agenda.
Steps
- Go to 1-on-1s in the left navigation.
- Click the name of the person whose agenda you want to update.
- Scroll to the Talking points section at the bottom of the agenda.
- Click Add a new talking point (public) or Add a private talking point (visible only to you).
- Type your talking point.
- Add formatting or attachments as needed using the toolbar.
- Press Enter or click outside the text box to save.
The talking point appears in the Talking points section. A public talking point displays an open lock icon. A private talking point displays a closed lock icon and is visible only to you.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| The person's name does not appear on My 1-on-1s | Confirm a 1-on-1 has been created with this person | See Create a new 1-on-1 agenda |
| Add a new talking point link is not visible | Confirm your account has access to 1-on-1s | Contact your admin to verify your package includes 1-on-1s |
| Talking point disappears after saving | Confirm you pressed Enter or clicked outside the text box before navigating away | Re-enter the talking point and save before leaving the page |
Not Covered Here
This article covers adding a single talking point directly from a 1-on-1 agenda. For other methods, see the articles below.