Admins and managers can add talking points and action items directly to another person's 1-on-1 agenda from the Actions page. When complete, the item appears on the current 1-on-1 agenda for both selected participants.
Before You Begin
- You must have access to 1-on-1s. Available on Perform, Legacy Focus, and Total Platform packages.
- Account admins can create items for any two people in the account. Managers can create items for any two people within their reporting hierarchy.
- To create talking points or action items in bulk for multiple managers, see Add a talking point to your 1-on-1 agenda from Slack.
Steps
- Go to Actions in the left navigation.
- Click the Manage Actions tab.
- Click + Create Action.
- Type the talking point or action item text in the input field.
> Note: This field supports rich-text formatting.
- Click Select a type and choose a type:
- Discussion — appears on the 1-on-1 agenda as a talking point - Action — appears on the 1-on-1 agenda as an action item
- Click the left person icon and select the owner.
> For action items, select the person responsible for completing it as the owner.
- Click the right person icon and select the impacted person.
- Click the chat bubble icon to add the item to both participants' current 1-on-1 agenda.
- (Optional) Click the lock icon to make the item visible only to the owner.
- (Optional) Click the calendar icon and set a due date.
> The due date does not appear on the 1-on-1 agenda. It appears in the Actions List on each participant's homepage.
- (Optional) Click the paperclip icon and select a file to attach.
- Press Enter to save.
What Success Looks Like
A confirmation notification appears on screen. The talking point or action item appears on the current 1-on-1 agenda for both selected participants and in their Actions List.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No confirmation notification after pressing Enter | Check whether the two selected participants have an active 1-on-1 relationship | Confirm a 1-on-1 exists between the two selected participants before saving |
| Item does not appear on the agenda after saving | Confirm both participant icons show selected names, not empty icons | Reopen the action from Manage Actions, verify both participants are set, and save again |
| + Create Action button is not visible | Confirm your role is Account admin or a manager with hierarchy access to both participants | Contact your 15Five admin to verify your role and 1-on-1 access permissions |
| Select a type dropdown is empty | Check whether 1-on-1s are enabled for your account | Contact your 15Five admin to confirm 1-on-1s are active on your pricing package |
Not Covered Here
This article does not cover editing or deleting a talking point or action item you created for someone else. See Edit or delete actions and discussions you created for others.
Related Articles
- Hold a 1-on-1 meeting
- Schedule a 1-on-1 meeting
- Add a talking point from the Talking Point Bank to a 1-on-1 agenda
- Edit or delete actions and discussions you created for others
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