Set Up a 1:1 with Your Manager

The 1:1s tool allows employees to collaborate on a shared agenda for in-person meetings. Both managers and employees can set up a 1:1 relationship for the direct report/manager relationship. 
For 1:1 best practices, read How Employees Can Prepare for a One-on-One Meeting with Their Manager.

Note: The 1:1 tool must be enabled before you can set up a meeting. Reach out to your Lattice admin to enable 1:1s if you are unable to follow the steps below. 

1. Enter 1:1s using one of the two options:
   
   • Navigate to Home > Plan 1:1s.
   • Navigate to 1:1s.
2. Bring up the 1:1 modal using one of the following options:
   
   • Click + New > New 1:1.
   • Turn on a suggested meeting by clicking Set up 1:1 next to your manager's name.
3. Within the modal, toggle 1:1s ON. 
4. Under Who is your 1:1 with?, search and select your manager's name.
5. Select the meeting time manually or through the calendar integration:
   • Click Connect to an existing calendar to create meetings and automatically reschedule based on your Google or Outlook calendar event.
   • If you choose not to connect to a calendar, manually select the meeting frequency, next meeting date, time, and timezone.
6. Optional settings:
   
   1. • Set recurring talking points in your 1:1 by creating or assigning an agenda template.
      • Toggle on Talking points from previous meeting to allow talking points that were not checked off in a previous agenda to be added to the current agenda. 
      • Toggle on Action items to allow the creation and assignment of action items in an agenda.
7. Click Save.