Adding initiatives to 1:1s

Align and track progress to collaboratively solve problems by adding Initiatives to your 1:1 meetings with your team members that both the meeting participants might want to work on before the next meeting.

To add an initiative to a 1:1,

Step 3: Select the 1:1 series that you wish to edit. This will take you to the upcoming 1:1 instance.

Step 4: Select the 1:1 instance to which you would be adding initiatives. You can add initiatives to an upcoming, ongoing as well past instance. You can do this by clicking ‘Past 1:1s’ on the right draw and selecting the desired 1:1.

Step 5: Once on the 1:1 instance, scroll down to the Initiatives from the 1:1 screen. Click on the Add Initiative button to add an initiative to the 1:1. You can simply type out the initiative in the blank, hit the Return/Enter key and your initiative will automatically get saved.

 

As a manager, you can always see the initiatives added during the 1:1 by revisiting the 1:1 conversation.

You can find initiatives created from your 1:1 as mentioned below:

Step 3: Select the 1:1 series that you wish to view. This will take you to the upcoming 1:1 instance.

Step 4: Select the 1:1 instance you want to view. You can view initiatives to upcoming, ongoing as well past instances. You can do this by clicking ‘Past 1:1s’ on the right draw and selecting the desired 1:1.

Step 5: Once on the 1:1 instance, scroll down to the Initiatives from the 1:1 screen. You will be able to see the added initiatives along with their status of ‘To be done’ or ‘completed’ as well as the owner.

To mark the initiative as complete simply tick the checkbox against the initiative.

To view more details you can also click on the initiative which opens up the initiative panel.

On the initiative panel opens you can