How to Extend a 1-on-1 Instance & Cycle

As an admin, you can update the close date of 1-on-1 instances and cycles. 

In this article:

 

Overview

As an admin, you can update the close date of 1-on-1 instances and cycles. 

If a 1-on-1 has passed the close date, either 1-on-1 participant can not add/edit their responses and comments. Extend the 1-on-1 to change participant statuses and allow them to update their responses and comments. Learn how to change the status of a 1-o-1. 

Requirements

  • Available to admin users

Extend a 1-on-1 Instance

To extend the close date of a 1-on-1 instance that has passed the cycle's close date:

  1. Open the incomplete 1-on-1 that has passed the cycle's end date
  2. Click Extend 1-on-1 in the banner notification to open the Extend 1-on-1 modal
  3. Click the date field to select the new 1-on-1 instance's new end date
  4. Click Save

Note: Notifications about the new end date are not sent to participants.

Extend a 1-on-1 Cycle

To extend the close date of a 1-on-1 cycle:

  1. Click and expand Administration in the left-hand navigation menu 
  2. Click 1-on-1s
  3. Click the appropriate card, either Single Cycles or Automated Cycles
  4. Click the 1-on-1 cycle to extend
  5. Click and expand step 3, Set Schedule & Milestones
  6. Click the field date in the Cycle Locks card
  7. Select the new close date and time
  8. Click Save Changes