Creating 1:1s via My Preferences

My preferences under 1:1 Settings is from where managers can set up 1:1 meetings directly with their team members. 

Simply click on the “Add new 1:1” button, search for the name of the employee you wish to setup the 1:1 with and hit “Add”. The meeting will get displayed in the table below and will take the default time, timeline and template, at first. 

This default frequency of the meetings and template is to be selected from the next option under 1:1 called “Settings”.

Here, the frequency of these meetings could be adjusted to either weekly or monthly while the template could be anyone from the ones present under the 1:1 templates.

Finally, for updating the time, timeline or template for a particular 1:1, just click on your 1:1 from My Preferences and you’ll get the edit option.

For detailed coverage on setting up 1:1s with your team members, checkout My Preferences & Settings documentation.