To start a 1 on 1, you'll want to do the following: 

  1. On the day of a specific 1 on 1, select the direct report with the "Start" icon
  2. Once the direct report has been selected, the 1 on 1 has started
  3. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda items and notes as needed
  4. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Skip This Meeting" if you would like to skip this meeting and wait for the next recurring meeting
    2. Select "Save and Resume Later" if you would like to save the current meeting and resume at a later time
    3. Select "Save and End" if you would like to end the current meeting

If you would like to start a 1 on 1 early, you can do the following: 

  1. Select the direct report you would like to start the 1 on 1 with 
  2. Scroll to the bottom of the page
  3. Select the "Start Early" button
  4. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  5. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Skip This Meeting" if you would like to skip this meeting and wait for the next recurring meeting
    2. Select "Save and Resume Later" if you would like to save the current meeting and resume at a later time
    3. Select "Save and End" if you would like to end the current meeting

If you would like to have a one-off 1 on 1 meeting, go ahead and do the following: 

  1. Select the direct report you would like to start the 1 on 1 with 
  2. Scroll to the bottom of the page
  3. Select the "Hold an Unscheduled Meeting" button
  4. Select either "Make up for a missed meeting" or "Talk about something new"
  5. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  6. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Abort Meeting" if you would like to abort this meeting without saving
    2. Select "Save and End" if you would like to end the current meeting


Note: If you select "Talk about something new" a new 1 on 1 meeting will be generated without any previous or recurring agenda items or notes.

Needed to take a quick pause in your last 1 on 1 and need to know how to start it again? No worries, you can learn how to resume a 1 on 1 here.