Keep consistent notes and ideas directly within 1-on-1s with the same colleague for instant reference and access.
In this article:
Overview
Naturally, throughout 1-on-1 conversations it's common to discuss ideas or tasks that come up over multiple 1-on-1s. Rather than documenting these recurring ideas and tasks on paper or elsewhere, Action Items allow you to store these ideas directly within the 1-on-1 for instant reference and access.
Actions are unique to specific 1-on-1s and those with visibility into the 1-on-1.
Any 1-on-1 with the same two colleagues will have the Actions carried over regardless of the cycle or template.
Assign an Action Item
To assign an Action Item:
- Open a 1-on-1
- In the Action Items card, click + Action Item
- In the modal, enter a description for the Action Item as well as who the Action Item should be assigned to
- Optionally, enter a due date for the Action Item
- If a due date is entered, both participants will receive an email notification reminder three days prior to the due date
- Click Save Action
Until marked as complete, Action Items are visible in the associated card for both 1-on-1 participants, and any users with visibility into the 1-on-1.
If the Facilitator changes for a 1-on-1, the new Facilitator can view any existing Actions between the employee and former Facilitator. However, Actions assigned to the former Facilitator must be reassigned to the new Facilitator to make any edits.
Edit & Delete an Action
To edit or delete an Action Item:
- In the 1-on-1, click the Action Item's corresponding ⋮ icon
- Click Edit Action Item to open a modal and make necessary edits, click Save Action to finalize Action Item edits
- Click Delete Action Item to open a confirmation modal, click Yes, Delete It to delete the Action Item
Complete an Action Item
To mark an Action Item as complete:
- In the 1-on-1, click the Action Item's corresponding ☐ icon
The crossed-out text indicates the completion of the Action Item.
When an Action Item is completed by either colleague- the next time you pull up a 1-on-1 with the same colleague, the Assigned Actions card will display the number of completed Actions since the last meeting and an option to view the completed Action(s).