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Create & Manage Recurring 1-on-1s

Set up recurring user-initiated 1-on-1s on a preferred cadence, e.g., weekly, biweekly, quarterly, for regular check-ins with direct reports or frequent collaborators.

Last Updated: October 15, 2025

In this article: 

 

Overview 

Set up recurring user-initiated 1-on-1s on a preferred cadence, e.g., weekly, biweekly, quarterly, for regular check-ins with direct reports or frequent collaborators.

You can also define custom recurrence patterns when scheduling recurring 1-on-1s, and choose from standard presets or create a fully custom cadence, (for example, every 6 weeks or every 4 months).

Once scheduled, Quantum Workplace automatically launches each recurring 1-on-1 for both participants four days before the 1-on-1 date.

Additional Resources:

Requirements

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

Create a Recurring 1-on-1 with a Team Member

To create a recurring 1-on-1 with a team member, e.g. manager, direct report:

  1. Click 1-on-1s in the left-hand navigation menu
  2. In the Recurring Check-ins card, click Set Up for the corresponding direct report/manager
  3. Configure the date and time of the 1-on-1 as it will appear in email notifications and invites

    Settings Include:
    • A. Select the date for the initial 1-on-1 
    • B. Select the time for the recurring 1-on-1
    • C. Expand the drop-down to select the duration of the 1-on-1
    • D. Use the drop-down to specify the recurring cadence of the 1-on-1. You can choose a standard option such as weekly on Mondays, every 2 months on Thursdays, or you can define a custom pattern such as every 6 weeks or every 4 months.

      View the preview at the bottom of the scheduling module for a quick summary of the recurring cadence.
  4. Optionally, click Video Meeting Link to include a link for remote meetings
  5. Click Create 1-on-1 to finalize and launch the 1-on-1

Once the 1-on-1 is created, you are navigated to the 1-on-1 room. 

Create a Recurring 1-on-1 with a Non-Team Member

To create a recurring 1-on-1 with someone outside of your team:

  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
  4. Click Someone Else


  5. 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
  6. 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
  7. View the 1-on-1 preview to confirm the question selection
  8. 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 for the initial 1-on-1 

    B. Select the time for the recurring 1-on-1

    C. Expand the drop-down to select the duration of the 1-on-1

    D. Use the drop-down to specify the recurring cadence of the 1-on-1. You can choose a standard option such as weekly on Mondays, every 2 months on Thursdays, or you can define a custom pattern such as every 6 weeks or every 4 months.



    View the preview at the bottom of the scheduling module for a quick summary of the recurring cadence.
  9. Optionally, click Video Meeting Link to include a link for remote meetings
  10. Click Create 1-on-1 to finalize and launch the 1-on-1

Once the 1-on-1 is created, you are navigated to the 1-on-1 room. 

Manage a Recurring 1-on-1 Series

Active recurring 1-on-1 series can be edited and managed from the Recurring Check-ins card on the 1-on-1 homepage. Use this view to see the 1-on-1 series' schedule and selected template.

To manage a recurring 1-on-1 series:

  1. Click 1-on-1s in the left-hand navigation menu
  2. Click the ⋮ icon for the corresponding series to view series details and additional options
    • If a direct report has more than one recurring 1-on-1, click View All to expand a list of each series- identifiable by the selected template
  3. View series details (Figure A):
    • Displays the 1-on-1's schedule and the date of the next 1-on-1 occurrence
    • Indicates the selected template for each 1-on-1 in the series
    • If your series uses a custom recurrence, the next scheduled date will automatically reflect your defined cadence (for example, every 6 weeks or every 4 months)
  4. Manage and edit the series (Figure B): 
    • View Most Recent 1-on-1: Click to navigate to the latest 1-on-1 
    • Launch Next in Series: Launch the next 1-on-1 earlier than scheduled, learn more
    • Edit Series: Edit the questions/template and schedule, learn more 
      • Any changes are only reflected for future 1-on-1s, any launched 1-on-1s will not be affected by these edits
    • Delete Series: Delete all current and scheduled 1-on-1s in the series

Manage a Recurring 1-on-1 Instance

Settings and details specific to 1-on-1 instances can be edited and managed from the 1-on-1 view.

To edit and manage a 1-on-1 instance:

  1. Open a recurring 1-on-1 and notice the highlighted list of options
  2. Click and configure each option as needed 
    • Edit 1-on-1 Title: Edit the title for the 1-on-1 instance
      • Optionally, enable the Apply to Entire Series option to edit the name for all 1-on-1s in the series
    • Manage 1-on-1 Visibility: View and manage the users with visibility into the 1-on-1 series, learn more


      • Click the + icon to give specified users visibility into the selected 1-on-1 instance
    • Reschedule this 1-on-1: Specify the time, date, and duration of the rescheduled 1-on-1 instance
      • Any scheduling updates only affect the selected 1-on-1 instance, not future 1-on-1s
    • Manage Virtual Meeting Link: Enter an updated URL for virtual meetings
  3. Click Save as you complete each option

Make your 1-on‑1s even more effective by linking them to clear Goals. Explore how to get started.