Creating 1on1s from Existing Meetings & Viewing Meeting Series


How to Create a 1on1 from an Existing Meeting

  1. Set up a meeting from you calendar service with the Manager or Report with whom you want to create a WorkBoard 1on1 Meeting
  2. Open the WorkBoard Meetings Dashboard
  3. Click the Meeting event that you created in Step 1
  4. Click the button in the banner that says Convert this meeting to a 1on1
  5. Screen_Shot_2022-01-13_at_9.34.22_AM.png

 

How to View the Series of Events

  1. Open a recurring Meeting or 1on1.
  2. Note: You'll see the circular arrow icon indicating that it's recurring.

     

     

  3. In the meeting, below the title and next to the date, select View Series.

     

     

  4. On the right side of the screen, you'll notice the series of calendar events appear.

     

     

  5. Select any of these past or future events to view/add/update the agenda.
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