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Meetings

Plan one-to-one meetings and keep notes, questions, feedback, and goals together in one workspace.

The Meetings area creates a workspace for one-to-one conversations between a manager and a participant. The workspace keeps notes by date and provides access to prepared questions, recent feedback, and active goals.

Choose the task for your role to see only the instructions and permissions you need.

For you

Take part in a scheduled meeting

Check the appointment in your calendar and prepare the topics you want to discuss. This article is for anyone completing this task.
- Check a scheduled meeting

For managers

Prepare and follow up one-to-one meetings

Create a meeting workspace, record notes, and review relevant context for the participant. This article is for managers working with their team or management area.

For administrators

Configure question templates

Create reusable sets of questions and control where they are available. This article is for people who configure or administer this feature.
- Create a question template