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:
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Tap Start new one-to-one.
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Tap one of the following:
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My Reportees: Displays a list of users who report to you.
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My Managers: Displays a list of your managers.
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Select a user.
The one-to-one session starts. -
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.
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If you have created a goal, you can add commitments to that goal by entering a commitment.
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[Optional] To add an item of content as a commitment:
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Tap add content.
The Select content screen appears. -
Tap an item of content, such as a video or article.
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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.
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Tap the switch icon again to switch back.
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Repeat steps 4-6 to add more goals and commitments to the one-to-one.
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[Optional] In the Add tags field, enter one or more tags.
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When you have added all goals and commitments, tap Done.
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To end the one-to-one session, tap End one-to-one.
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