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      Create 1-on-1s

      Set up a 1-on-1 with a team member or a frequent collaborator to facilitate space and time for productive conversation. 

      Last Updated: January 14, 2025

      In this article: 

       

      Overview

      Set up a 1-on-1 with a team member or a frequent collaborator to facilitate space and time for productive conversation. 

      Additional Resources:

      Requirements

      • Available to all users for organizations with Anytime 1-on-1s enabled

      Create a New 1-on-1 

      1-on-1s can be created from scratch from the 1-on-1 homepage. 

      Once the 1-on-1 has been created, your partner will receive an in-app notification and an email notification notifying them of their new 1-on-1 with you. 

      To create a 1-on-1 from the 1-on-1s Dashboard:

      1. Click 1-on-1s in the left-hand navigation menu
      2. From the 1-on-1s homepage, click Start New 1-on-1 
      3. Click and expand the Participants drop-down menu to specify the 1-on-1 participant
        • Depending on your organization's settings, you may not have the option to start a 1-on-1 with someone outside of your team by clicking Someone Else
      4. Enter and click the 1-on-1 participants' in the search field
        • The user in the left column is the employee and answers the employee topics
        • The user in the right column is the facilitator and answers the facilitator topics
      5. Click Check-in or select a template via the drop-down menu to specify the 1-on-1's questions and topics

        • A. Check-in: A customizable agenda to discuss any topic
        • B. Template: Use an existing template with pre-built questions
      6. View the 1-on-1 preview to confirm the question selection
      7. Click Add Date and Time to configure the date, duration, and cadence as it will appear in email notifications and invites


        • A. Select the date and time for the initial 1-on-1
        • B. Expand the drop-down to select the duration of the 1-on-1
        • C. Optionally, enable the recurring toggle and use the drop-down to specify the recurring cadence of the 1-on-1, learn more about recurring 1-on-1s
      8. Optionally, click Video Meeting Link to include a link for remote meetings
      9. Click Create 1-on-1 to finalize and launch the 1-on-1