Search and filter your 1-on-1s

Use the Search tab in 1-on-1s to find talking points, action items, notes, and comments across all your past and current 1-on-1 agendas. When complete, matching agendas appear in a list below your filters.

Before You Begin

Steps

  1. Click 1-on-1s in the left navigation bar.
  2. Click the Search tab at the top of the page.
  3. Type a term into the Enter a keyword field in the top-right corner of the page.

- The closest matches appear at the top of the results list.

  1. To filter which 1-on-1s are searched, use the filters at the top of the page:

- People — limits results to 1-on-1s held with one or more specific people. The dropdown is populated with everyone you have held 1-on-1s with. - Content type — limits results to one or more content types: - Notes — returns shared and private notes. Private notes are visible only to the person who wrote them. - Comment — returns all comments on talking points or action items. - Action item — returns all action items. - Talking point — returns all talking points. - Start date and End date — limits results to 1-on-1s ended or scheduled within the selected date range. > Note: The date filters apply only to ended or scheduled 1-on-1s. Leave both fields blank to search unscheduled 1-on-1s.

  1. Review the matching 1-on-1 agendas in the list below the filters.

If Something Goes Wrong

Issue Check Fix
No results appear after entering a keyword Confirm the Content type filter is not restricting the search to a type that does not contain the keyword Clear the Content type filter and search again
A known past 1-on-1 is missing from results Check whether Start date and End date filters are set Clear the date filters to include all time periods
The People dropdown does not include an expected person Confirm you have held at least one 1-on-1 with that person The dropdown only shows people you have a 1-on-1 history with — no fix available if no history exists
Private notes are not appearing Confirm you are the author of those notes Private notes written by others are not visible to you regardless of filters

Not Covered Here

This article does not cover editing past 1-on-1 agendas. See .

Related Articles

Was this article helpful?

Sorry to hear that. Tell us what was missing →