WorkVellWorkVell
Collaboration·Support CodeGEN-074

1-on-1 Meeting Records and Follow-Up

Set up recurring 1-on-1 meetings with shared agendas, notes, and action tracking to build consistent dialogue.

[What WorkVell 1-on-1 supports]

  • Recurring meeting schedule and reminders
  • Shared agenda before the meeting
  • Note-taking during the meeting
  • Action item tracking after

[Setup steps]

  1. 1.Collaboration → 1-on-1s → Create New 1-on-1
  2. 2.Select the other person (direct report)
  3. 3.Set frequency (weekly / biweekly / monthly)
  4. 4.Select day and time
  5. 5.Save

[Prepare agenda]

Both parties add agenda items before the meeting:

1-on-1 detail → Add Agenda Item

Having direct reports submit topics in advance makes meetings more productive.

[Typical agenda items]

  • Follow-up on prior commitments
  • Work progress and blockers
  • Career and growth
  • Bidirectional feedback
  • Next actions

[Record and follow up]

After the meeting:

  • Record decisions and next actions
  • Assign owner and deadline
  • Auto-carry forward open items to next 1-on-1 agenda

⚠ Visibility settings for 1-on-1 records depend on tenant configuration. Default is visible to participants only.

on-1meetingrecordsfollow-uprecurringmeetings

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