fbpx

FAQ: One-on-One Meetings

FAQ > One-on-One Meetings

If you can’t find an answer to your question below, please contact our Support by email.🙂

General information
What are they for?

Here's an example of a One on One using Teamworki.

One-on-One Meetings are a powerful tool for building alignment, asking for help (when needed), and getting/providing feedback.

In the session, two parties (either peers or leadership/employee) catch up, discuss agenda items, and set action items to ensure accountability.

Teamworki can be used for…

  • Before the meeting:
    • Planning the agenda, so that both parties can prepare and ensure that key topics will be covered.
  • During:
    • Taking meeting (and private) notes.
    • Creating action items and reviewing pending ones.
  • After:
    • Tracking the status of action items.
    • Providing updates (as comments) on action items.

To learn more about Action Items, here’s a link to its FAQ.

Is Teamworki an online meeting tool, like Zoom and Google Meet?

No. And we don’t plan to be one.

We are the perfect add-on for a meeting, whether remote or in-person. Those conferencing tools, like Zoom, don’t solve the problem the “meeting inefficiency” problem.

Preparing a 1:1
Do I have to add the person I’m meeting with to Teamworki?

Yes.

You have the option to add them to a team as you’re creating a One on One. You can plan the entire agenda before they accept your invite.

The person I’m meeting with isn’t part of my team at work. What should I do?

Not a problem. Teamworki has the concept of “teams”, so you can create a new one just for people you meet with, for instance. As a practical example, we have customers who created a team called “One on Ones” for cross-team or cross-department collaboration.

When preparing a session, why do I have to pick a template?

Great meetings spark takeaways. Agendas created beforehand are a tool to get there. Our templates have some pre-built, recommended questions depending on the type of One on One you will run.

With that said, we do understand that many teams – mostly in smaller organizations – don’t feel the need to prepare ahead of time, but are still interested in taking notes and creating action items. In that case, they can just choose the “blank template”.

Can I create new templates? Where?

Absolutely. There are two ways of doing that:

The Modify Template link is available at the top-right of the agenda.

In a meeting with agenda items created, click “Modify Template” (at the top-right, see the image above), provide a name, choose an icon, and then hit “Save Template”.

The Clone Template option is a blue button at the bottom-right of the page.

The other way is also where you can manage existing templates. In the One on Ones homepage, click the “Templates” tab. Choose a starting point (do you want to start from an existing option, or an empty agenda?). Add heads/items as much as needed, and then click “Clone Template”.

Note: Templates are available only in the Pro edition of Teamworki. You know how it is – we need to pay the bills! 🙂

Can I use this feature for a meeting with more than two people?

Currently not – it’s coming soon! For now, try our Retrospectives for team-based, collaborative sessions. They work similarly to One on Ones, but are are more visual.

Integrations with calendar/scheduling tools
I use Google Calendar at work. Why should I connect, and where can I do that?

In a nutshell: it saves you time.

If you already have a one-off or recurring invite for your One on One, connect your Teamworki user to Google Calendar to “import” that session. From that moment on, a link to the agenda will be available on the Google side and – whenever you change the date/time, no matter where – both Google Calendar and Teamworki will be in sync.

Users can easily connect their Google Calendar to Teamworki.

Because each user has their own calendar, they have to do that individually. Learn more about where you can do it by clicking here.

I don’t use Google Calendar, but I’d still like Teamworki to connect to my One on One invites. Can I do that?

Two-way sync is only available, at this time, only for Google Calendar users.

However, you can still “export” a 1:1 created on Teamworki to your Outlook or email software (client). With a meeting agenda open, look for the icons on the top right.

Note: the workaround above is one-way sync. If you change the date/time on Outlook or your email client, Teamworki will be agnostic.

Permissions and visibility
Who can open a 1:1 meeting and see its data?

Only the two parties who attended it. Not even a Team Lead or Manager will be able to visualize it in case they weren’t part of it.

Note that 1:1 agenda items – when containing non-sensitive data – might populate positive/negative keywords in the weekly Analytics report, visible only to Team Lead and Managers, when enough sentiment in the sentence is detected.

Who can see private notes?

Only the person who added the notes.

Can I export agenda items / notes / action items from Teamworki somehow?

No. We care a lot about the privacy of One on Ones. The only way you can visualize data from a 1:1 outside Teamworki is via the email notification that the attendees get, containing data from the session.