Recording: How to Use 1-on-1s

Learn how to share responses, finalize and start new 1-on-1s, as well as how to create 1-on-1 question templates.

In this article:

• Overview
• Recording: How to Use 1-on-1s

Overview

This webinar is intended for employees and does not cover an admin's abilities and functionality. Learn how to use 1-on-1s.

Recording: How to Use 1-on-1s

A webinar recording covering how to use 1-on-1s. 

Timestamps with links for more information:

• 00:00 - Intro
• 01:55 - Access and navigate the 1-on-1s homepage
• 03:50 - Export 1-on-1s and bulk nudges
• 04:21 - Set up Check-Ins with direct reports and/or managers
• 04:45 - Complete and navigate a 1-on-1 (Admin-Initiated)
  • 05:26 - 1-on-1 participants
  • 05:48 - 1-on-1 milestones
  • 06:49 - Manage 1-on-1 visibility
  • 07:30 - Respond to 1-on-1 prompts
  • 07:52 - 1-on-1 Writing Assistant
  • 08:26 - Share 1-on-1 responses
  • 08:53 - Conversation Boosters
  • 09:38 - Action Items
  • 10-19 - Attachments
  • 10:35 - Private notes
  • 11:24 - 1-on-1 once both participants have shared responses
  • 12:30 - Finalize a 1-on-1

• 13:20 - Start a new 1-on-1 (User-Initiated)
  • 13:34 - Select 1-on-1 participants
  • 14:19 - Select 1-on-1 template
  • 14:59 - Optionally, add a date/time and/or a video link
  • 16:56 - Respond to 1-on-1 prompts
  • 18:04 - Edit the 1-on-1 title
  • 18:25 - Manage 1-on-1 visibility 
  • 18:31 - Reschedule a 1-on-1
  • 18:47 - Manage video meeting link
  • 18:56 - Change the 1-on-1 template
• 19:15 - Archive 1-on-1s
• 19:42 - As a manager, view all 1-on-1s involving you or someone in your downline 
• 20:01 - Filter 1-on-1 homepage via demographics, cycles, user, etc.
• 20:10 - If enabled, create and manage 1-on-1 templates