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Using Action Items with One-on-ones
Using Action Items with One-on-ones

Here's how to use Actions Items in our One-on-ones feature.

Written by Support
Updated over a week ago

You've got some action items + takeaways you want to remember from your one-on-one meeting with your direct report... How do you make sure to remember them?

Use our Action Items in One-on-ones. Here's how...

Go to the One-on-Ones Meeting Tool.

You'll find it in the left-hand navigation bar....

Then, click on the person's name who you're having the meeting with...

During or after the one-on-one meeting, write the action item.

You'll see there is an "Action Items" below the agenda...

There, you can write the action item...

And even assign a due date...

Or the person responsible for the action item...

Voila! That's it.

The Action Items are visible to both you AND your direct report.

Here's where you can go visit ALL action items across all your one-on-one meetings.

Next step: Use the One-on-Ones Tool to prepare for your meeting

πŸ‘‰ My personal tip: You can start writing + preparing for the agenda if you'd like! Here's how to Schedule a One-on-one Meeting.

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