Get help on how to trigger, schedule, facilitate and acknowledge 1-to-1 meetings and actions.
How do I trigger a 1-to-1 meeting?
Getting Started To trigger a 1-to-1 meeting, you have two options: Option 1: Trigger a 1-to-1 meeting from within Ev...
How do I view, edit, start or delete a scheduled 1-to-1 meeting?
Navigation prompt Go to ACTION & 1-TO-1 > click My scheduled 1-to-1s Users with the permission Facilitate 1-to...
How do I manage a 1-to-1 meeting?
This article will help guide you through the 1-to-1 meeting process and the five agenda points we recommend are cover...
How do I acknowledge a 1-to-1 meeting?
Navigation prompt Go to ACTION & 1-TO-1 > Click 1-to-1 records & actions By following the navigation prompt, ...
How do I access meeting records?
Navigation prompt Go to ACTIONS AND 1-TO-1 > Click 1-to-1 records & actions By following the navigation prompt...
How do I create an action?
Getting started To create and assign an Action, you have two options: Option 1 - Create actions within a 1-to-1 meet...
How do I access & update actions?
Navigation prompt Go to ACTIONS AND 1-TO-1 > Click 1-to-1 records & actions > Click the General Actions tab By...
How do I request a meeting?
Navigation prompt Go to ACTION & 1-TO-1 > Click Request a meeting By following the navigation prompt, you'll b...
How do I process meeting requests?
Getting started Any user in your system can request a meeting. If a user requests a meeting with you, you will be not...
How do I create a 1-to-1 meeting template?
Navigation prompt Go to ACTION & 1-TO-1 > Click Manage 1-to-1 templates > click the button, + New 1-to-1 template ...
