Accessing 1:1s
From the Home tab, scroll down to the Toolbox section
Tap "Team 1:1s" (managers) or "My 1:1s" (reps)
For Managers (Team 1:1s)
View all 1:1 sessions with your team members:
Summary Banner
Shows at-a-glance stats:
Total 1:1s conducted
Completion rate across the team
Team Member List
Each row shows:
Team member name and avatar
1:1 status (Completed, Scheduled, Incomplete, Pending Confirmation)
Date of last or upcoming 1:1
Filtering Options
Date Range
Default shows current quarter
Filter to specific time periods
Status Filter
Filter by 1:1 status:
Completed - 1:1s that have been done
Incomplete - Team members who haven't had a 1:1
Scheduled - Upcoming 1:1s that are planned
Pending Confirmation - 1:1s awaiting confirmation
Sort Direction
Sort ascending or descending by status/date
Search
Search for specific team members by name
For Reps (My 1:1s)
View your personal 1:1 history with your manager:
List of past 1:1 sessions
Dates and status of each session
Upcoming scheduled 1:1s
Navigation
Tap any row to view more details about that 1:1 session.
