Add and reassign an action item in a 1-on-1 agenda

This article covers two paths for adding an action item to a 1-on-1 agenda: directly from the agenda, or from your Actions list. When complete, the action item appears in the agenda and in the assigned participant's Actions list.

Before You Begin

• You must have access to 1-on-1s. See 1-on-1 permissions and visibility — what each role can see and do for details.
• An existing 1-on-1 agenda must exist, or you must be ready to create one. See Create a new 1-on-1 agenda.

From the 1-on-1 agenda

1. Go to 1-on-1s in the left navigation.
2. Click the name of the person whose agenda you are adding to.
3. Click Add an action item in the New action items section.
4. Type the action item text.
5. Press Enter to save.
6. Click the avatar next to the new item.
7. Select the other 1-on-1 participant to reassign.

> Note: Action items are assigned to you by default. You can only reassign to the other participant in the 1-on-1 — no other users are selectable.

Agendas save in real time. No additional save step is required.

From the Actions list

1. Go to Actions in the left navigation.
2. Click Create action at the top of the list.
3. Type the action text in the text field.
4. Set the Action type to Action.
5. Click the + icon in the bottom-right corner of the action box.
6. Select the impacted person from the list.

> Note: Only people in your People list appear as options. See Add an Individual User Manually to add someone.

1. Click the calendar icon and select a due date.
2. Click the dialogue box icon to add the action to your 1-on-1 agenda with the impacted person.
3. Press Enter to save.
4. Click the avatar next to the action item.
5. Select the other 1-on-1 participant to reassign.

What Success Looks Like

• The action item appears in the New action items section of the 1-on-1 agenda.
• The item also appears in the Actions list of the assigned participant.
• If created from the Actions list, a confirmation notification appears on screen after saving.
• Any updates made in one location are reflected in the other automatically.

If Something Goes Wrong

Not Covered Here

This article does not cover creating discussions or other action types. See Add an action or discussion to a 1-on-1 agenda and Manage Actions in 15Five — Overview.

Related Articles

• Add an action or discussion to a 1-on-1 agenda
• Create a new 1-on-1 agenda
• Manage Actions in 15Five — Overview
• 1-on-1 permissions and visibility — what each role can see and do
• 1-on-1s — Feature Overview