1:1 Conversations - Add Agenda Items

Applicable Product:

  • Talent Management - Performance

Applicable Release:

  • V25.04+

Details:

Both managers and employees can add agenda items to conversation.  Agenda items are immediately visible to both parties once they are added.

  1. Click on the Employee name on your 1:1 Conversation screen
  2. Click the +Add Item button
  3. Enter the agenda item in the text field.
  4. Click the check mark checkmark.png to save the item.
  5. Repeat steps 1-3 to create additional agenda items.
  6. Optionally, take one of the following actions for additional agenda item management:
  • To add a comment, click the icon.  Enter a comment and click Save.  Note: Once you have entered a comment, this icon can be used to show or hide it.
  • To archive an agenda item, click the icon.  Note: Only active agenda items display by default.  Select Archived in the toggle to view archived items. 
  • To delete an agenda item, click the delete.png icon.

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