How to add items from your previous 1:1 agenda to your next meeting.
If there are talking points that you did not get to in your 1:1, you have the ability to roll them over to your next meeting.
Before you start
- Previous talking points must be enabled for the 1:1 relationship before you can pull them into your most recent agenda.
- Both participants have the option to add unchecked talking points to the next agenda.
- Unchecked talking points from the previous meeting will only show up for the next meeting and not future agendas.
- Comments left on unchecked talking points generated by a recurring agenda template will not appear for the next meeting
Add previous talking points
Any talking points left unchecked during the meeting will roll over to the next agenda. When you go into plan your next 1:1, you will see any items that were not crossed off will be surfaced and easily able to be added to the current agenda.
Select Add to agenda to add the talking point to your agenda.