How do I use the 1on1 Agenda page in Bridge Perform?

Document created by Bridge Doc Team Employee on Sep 6, 2017Last modified by Bridge Doc Team Employee on Oct 11, 2017
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The 1on1 page includes a 1on1 agenda that shows tasks and achievements that have been added by you and your manager.

View Global Navigation

  Global Navigation 

In the Global Navigation menu, click the 1on1 link.

View 1on1 Page

  1on1 Agenda Page 

The 1on1 page includes the agenda shared between you and your manager [1], as well as agendas that you have shared with your peers [2].

Click the View Agenda link to view and edit agenda details [3].

View 1on1 Agenda Page

  1on1 Agenda Page 

The 1on1 Agenda page includes an active 1on1 agenda [1], private notes [2], and past agendas [3]. 

View Agenda Items

  View Active Agenda 

The active 1on1 agenda includes two sections. The top section includes agenda items from your manager [1] and the bottom section includes agenda items from you [2].

Achievements, tasks, and text can be added to your agenda. Tasks added to the agenda are displayed in the Task list in the Global Navigation menu.

The active agenda can only be marked as complete by your manager. Incomplete tasks can remain in the active agenda for your next 1on1 session. 

View Private Notes

  Private Notes Field 

The 1on1 Agenda page also includes the Private Notes section. Private notes are only visible to you and cannot be viewed by your manager or Bridge administrator. Private notes will be added to the current agenda and will remain associated with the agenda when the 1on1 has been marked complete by your manager.

To add a private note, click the Private Notes link, then add your text. 

View Past Agendas

  View Past Agendas 

Past agendas are listed below the active agenda in chronological order. You can search past agendas and private notes using the Search field.

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