Skip to main content

Starting a one-to-one (Mobile)

If you are a manager or a reportee you can start a one-to-one session.  

You cannot participate in multiple one-to-one sessions at the same time. You must end your current one-to-one session before starting a new one.

To start a one-to-one session:

  1. Tap Start new one-to-one.

  2. Tap one of the following: 

    • My Reportees: Displays a list of users who report to you. 

    • My Managers: Displays a list of your managers. 

  3. Select a user. 


    The one-to-one session starts. 

  4. In the Add a new note or goal field, enter the title of a goal, or enter a note.

    Goals and commitments can be assigned to both the manager and reportee during a one-to-one. For example, some goals or commitments may only be applicable to the manager and some may only be applicable to the reportee.

    To switch between users in a one-to-one, tap the switch icon below the list of goals. 

  5. If you have created a goal, you can add commitments to that goal by entering a commitment. 

  6. [Optional] To add an item of content as a commitment:

    • Tap add content.  


      The Select content screen appears. 

    • Tap an item of content, such as a video or article. 

    • Tap Select.


      The content is added to the list of commitments. 
      Goals and commitments can be assigned to both the manager and reportee during a one-to-one. For example, some goals or commitments might only be applicable to the manager and some might only be applicable to the reportee. To switch between users:

      • Tap the switch icon at the bottom of a goal.


        The view changes to the other user. 

      • Enter one or more goals for that user. 

      • Tap the switch icon again to switch back. 

  7. Repeat steps 4-6 to add more goals and commitments to the one-to-one. 

  8. [Optional] In the Add tags field, enter one or more tags. 

  9. When you have added all goals and commitments, tap Done

  10. To end the one-to-one session, tap End one-to-one.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.