Who can use this feature?

Users

Available on:

All subscriptions.

1-on-1 conversations are designed to enhance your interactions with managers, direct reports, and colleagues. Whether you call them 1:1s, 1-1s, 1-to-1s, or one-on-ones, this tool simplifies preparing for and conducting these important conversations.

Tip: Explore our 1-on-1s FAQs for more information on agenda updates, notifications, manager access, customization, and reporting.

Access and manage conversations

Open an existing conversation

For managers and direct reports, conversations will automatically appear under Your conversations. You do not need to start a new conversation for these interactions-simply click View conversation to open it. These conversations remain active and ongoing.

Start a new conversation

If you need to set up a conversation with someone not already under Your conversations (such as a colleague), you can initiate a new one.

Go to the 1-on-1s page.

Click on New conversation.

Choose your peer and relationship type (colleague, manager, or direct report).

Click Create conversation. A notification email will be sent to the recipient.

Remember: Once created, you can continue a conversation anytime by selecting View Conversation—there’s no need to restart it.

Add and track agenda items

View and prepare

On the 1-on-1s page, you can use the Filter and Sort by drop-downs to easily sort and filter conversations by:

Alphabetical order (A-Z or Z-A),
Most recent update
Relationship type (colleague, direct report, manager).

Your filter and sort options will be saved by default saving you the need to reset your preferences every time you log in.

Click View conversation to open an existing conversation or New conversation if you’re starting a new one.

Add topics

Click Add topic to include discussion points. These topics will carry over to the next meeting if they remain unchecked.

Both parties can update or add agenda items, ensuring a collaborative approach to meeting preparation.

Check-in sliders and highlights & challenges

Check-in sliders and Highlights & challenges appear directly in the agenda, making it easy to update them in preparation for your 1-on-1. Each section includes a Created for tag, indicating which person should complete it.

Complete check-ins

When opening a conversation with your manager, you’ll see check-in questions directly in the agenda. These questions are designed to spark deeper discussions beyond status updates. To respond:

Adjust the sliders.

Click Save to record your updates.

Once you’ve completed a check-in, a dated comparison view will appear, allowing you to track changes from previous entries over time.

Tip: If needed, you can re-add the Check-in sliders or Highlights & challenges manually by clicking the Add topic button.

Highlights and challenges

Both managers and individual contributors (ICs) can fill out the Highlights & challenges section, fostering a collaborative preparation process. Only ICs can fill in Check-in sliders, but both parties can contribute to the Highlights & challenges.

Click the arrow next to the 🎉 Highlights question to reveal the text box.

Note your successes or highlights since the last 1-on-1.

Click the arrow next to the 🚧 challenges or roadblocks question.

Note any challenges or roadblocks you’re facing and how you may need support.

Personal notes

Personal notes are visible only to the author (manager or individual contributor) and provide a space to capture key insights from 1-on-1 conversations. This helps ensure important details aren’t forgotten and that follow-ups remain clear. Both managers and individual contributors (ICs) can add personal notes directly in the shared 1-on-1 conversation, making it easy to track context, feedback, and personal information over time.

Each 1-on-1 conversation has its own Personal Notes tab, so you can create unique notes for each interaction. These notes are fully editable and can be deleted at any time to keep them relevant and up-to-date.

Example use cases:

Feedback: "Margot wants more constructive feedback—align examples for next chat."
Wellbeing: "Margot’s feeling overwhelmed—check in on work-life balance next time."
Development: "Margot’s interested in leading cross-functional projects—suggest one for Q1."
General reminders: "First 1-on-1 with Margot—she has two kids under 5 and loves Tim Tams."

Note: Personal notes can also include imported information from an employee's profile. If there are private notes from the Employee profile system, they will automatically sync with your 1-on-1 personal notes. These will appear with the label "Employee Profile Note" and an info tag explaining that the content was imported from the employee’s private profile notes.

Manage discussed topics

Once agenda items are checked off, they move to the Discussed section and are grouped by date. Historical conversations from previous 1-on-1s will also be dated and displayed, making it easy to refer back to past discussions.

Automatic reappearance of items

Check-in sliders and Highlights & challenges will automatically reappear within 24 hours for your next 1-on-1. A notification will be sent to the person who marked the check-in as complete, with an option to re-add items sooner if needed.

Access and share your agenda

To share your agenda with your calendar:

Click the Calendar link button to choose your calendar (Google, Outlook, or iCal).

Click Create Event.

A link to the 1-on-1 meeting will be included in the meeting details.

Archive or reactivate conversations

Archive a conversation

To archive a conversation:

Find the conversation under Your conversations.

Click the ellipsis (...) icon

Select Archive. Archived conversations remain accessible in view-only mode.

Reactivate a conversation

To reactivate an archived conversation:

Find the conversation under Archived conversations.

Click the ellipsis (...) icon.

Select Reactivate.

Notifications

Get notified about updates to your 1-on-1 conversations, whether with a manager, direct report, or colleague.

Reminders for Manager/Direct Report 1-on-1s

Two-day reminders: Receive email reminders two days before scheduled 1-on-1s, keeping both you and your direct report prepared.
Intelligent cadence: Our system learns your 1-on-1 schedule (weekly, bi-weekly, etc.) and sends reminders accordingly.
Inactivity nudges: If you miss a few 1-on-1s, we’ll nudge you every 6 weeks to get back on track.

Trigger	Recipient	Email	Slack	Microsoft Teams
Two-day reminders	Manager/Direct Report
Inactivity nudges	Manager/Direct Report

Note: Reminders are sent on Mondays, Tuesdays, Wednesdays, or Fridays during the recipients' workday and only apply to manager/direct report conversations.

General Notifications for All 1-on-1s

For all conversations whether they be with colleagues, managers or direct reports, both parties receive notifications for new or updated content, ensuring readiness for discussions.

How it works:

Immediate notification: The first action triggers an immediate notification.
Second action notification: If another action occurs shortly after, a second notification will be sent.
Digest notification: After that, any further updates within a 24-hour period will be combined into a single digest notification summarizing all actions from the day.

Note: If no further actions are taken after the initial two notifications, no digest notification will be sent—only the two individual notifications. Additionally, if there are no updates in your 1-on-1 for the day, you won’t receive any notifications or a digest.

Notification triggers:

Trigger	Recipient	Email	Slack	Microsoft Teams
New Topic added	Other Party
Check-in Slider adjusted	Other Party
Highlight or Challenge added	Other Party
Note added to Topic	Other Party