You can add text, tasks, goals, achievements, and learning items to your 1on1 agenda. You can also mark your tasks as complete in the agenda. Tasks can be viewed in the Task List in the Global Navigation Menu.
Open 1on1 Page
Click on the TEAM option in the Global Navigation menu. Then click on 1on1 Agenda to be taken into the 1on1 area.
View 1on1 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 button to view and edit agenda details [3].
To switch between agendas, click the agenda drop-down menu and select either the Check-in or Performance Conversation option [4].
Add Items
To add text or hyperlinks to the agenda, start typing in the Agenda Item field [1]. To start a new line, press the Enter key (PC) or Return key (Mac).
If you want to add an entry to the task list, click the Add Task link or the All Tasks link [2].
Reorder Agenda Items
You can use the drag and drop option to reorder agenda and task items. Click the drag handle next to the agenda or task item. Drop the agenda or task item in the desired location by releasing the mouse.
Add Task Item
If you want to add a task, click the Add Task link and add a task title. Tasks can be assigned and given a due date.
Add Task Details
You can assign the task to yourself or your manager by selecting the appropriate assignee from the drop-down menu [1].
To add a due date, click the Calendar icon [2] and select a date from the calendar.
To delete a task, click the Delete icon [3].
View Goals
Current goals and goal due dates can be viewed in the Goals section of the 1on1 page. You can view goal sub tasks, if any, and see which goals are aligned to team or company goals.
You can also add new goals [1], subtasks [2], notes [3], and a due date [4] to your agenda. You can delete [5], mark the goal complete [6], and view your goal in the Goals page [7].
Note: Goals that you have marked as private will not display in the 1on1 agenda.
View Achievements
If you want to add an achievement, click the Add Achievement link [1] and enter the details. To add an existing achievement, click the the All link [2].
View My Learning
If you want to add new or enrolled learning item, click the Add Learning link.