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Add default checklist item for 1-to-1 meetings

How to add checklist items to automatically show whenever you create a new 1-to-1.

If you have a checklist on 1-2-1 meetings, you can create default checklists that automatically show for every new meeting. This is useful for regularly used checklist items, meaning that rather than adding a checklist manually each time you create or review an existing 1-to-1 meeting, it is already there.

  1. On the settings menu click Performance, then click 1-to-1.

  2. Scroll down to Default meeting checklist.

  3. Click Add new.
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    To show for a manager user, click it under Manager. To show for an employee under Employee.
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  4. Name the checklist point, then click Save.


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This checklist item now shows on all existing and future 1-to-1s.
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