How do I add an item to a 1on1 agenda in the Bridge Mobile app on an iOS device as a manager?

Document created by Bridge Doc Team Employee on Oct 21, 2019Last modified by Bridge Doc Team Employee on Mar 20, 2020
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As a manager, you can add agenda items and tasks to the 1on1 agenda. You can also mark tasks as complete in the agenda.

Note: The images in this lesson show a phone display. Unless otherwise noted, directions are identical for a tablet.

View Home Screen

View Home Screen

To view an agenda from the Home screen, tap a 1on1 agenda card.

View 1on1 Agenda

View 1on1 Agenda

The agenda page includes an active 1on1 agenda [1] and private notes [2].

Add Agenda Item

Add Talking Point

To add an agenda item, tap the Add Agenda Item link.

Add Agenda Item Details

Add Talking Point Details

To add agenda item details, enter text in the Agenda Item Name field [1] and tap the Create link [2].

Add Agenda Item Note

Add Agenda Item Note

To add a note to an agenda item, tap the agenda item [1] and then tap the Add Note link [2]. In the Type your note... field, enter text [3] and tap the Save link [4].

Add Task Item

Add Task Item

To add a task, tap the Add Task link.

Add Task Details

Add Task Details

To add a task, enter text in the Task Name field [1]. You can assign the task to yourself or your employee or peer by tapping the appropriate assignee icon [2].

To add a due date, tap the Set date link and select a date [3].

Tap the Create link [4].

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