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Create an Ad hoc 1:1

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Create a one-time 1:1 meeting with a manager or peer

Users can create an ad hoc 1:1 meeting without disrupting the cadence of any current 1:1 relationship. Ad hoc meetings allow for 1:1s to occur when needed.  

This article contains the following topics:

Create an ad hoc meeting from an existing relationship

  1. On your Home page, select Plan 1:1s. –OR– Navigate to 1:1s.
  2. Select the name of the employee you want to create an ad hoc 1:1 with to enter the 1:1 agenda.
  3. Select Create meeting.
  4. (Optional) A new agenda will be created with today's date –– To change the date and time, select the date and customize the day and time of the ad hoc meeting. Select Save.

Note: The day and time of the ad hoc meeting must be a time in the future.

Create an ad hoc meeting from a non-existing relationship

You can create ad-hoc meetings with employees with who you do not have a 1:1 relationship. To do so, please follow the steps below.

  1. On your Home page, select Plan 1:1s. –OR–  Navigate to 1:1s.
  2. Click + New  to create a new relationship. (If you are a manager select + (plus) > Set up new 1:1.)
  3. Under Who is your 1:1 with?, enter and select the participant's name.
  4. Set the frequency to Once (not recurring). After you have filled out all fields, save your changes.
  5. (Optional) A new agenda will be created with today's date –– To change the date and time, select the date and customize the day and time of the ad hoc meeting. Select Save.

For a complete walkthrough of setting up a 1:1 with a peer, check out Set up a 1:1 Relationship with a Peer.

Notifications

The second participant will be notified that a relationship was created via email. Directly from this email, the participant can navigate to the agenda and add talking points. 

Note: Notification text is included below for any notifications that are not customizable. For a visual example of how email notifications appear, see Lattice Email Notifications.

Body:

Hey [participant], 

[1:1 owner] has set up a 1:1 with you in Lattice. You can now collaborate on a shared meeting agenda and track notes on a regular basis. 

Button: Add your first talking point

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