Complete 1 on 1
Summary
Plumm allows Superadmin,admin and managers (organiser) to mark 1:1 meetings or associated tasks as completed. This helps track progress, confirm actions, and maintain accurate records of meetings and follow-ups.
In this article
- Before you begin
- Step 1: Access your 1:1 or task
- Step 2: Mark as completed
- Step 3: Confirm completion
- Frequently Asked Questions (FAQ)
Before you begin
- You must be a registered Plumm employee with access to the 1:1 Meetings module.
- Only participants of a 1:1 or the assigned owner of a task can mark it as completed.
Step 1. Access your 1:1 or task
- Go to Meetings > 1:1s or Tasks from your dashboard.
- Locate the meeting or task you want to mark as completed.
- Click to view full details.
Step 2. Mark as completed
- Click Mark Completed or the checkbox next to the task/meeting item.
- Optionally, add notes or comments to summarise completion.
Step 3. Confirm completion
- Ensure the item now shows a Completed status.
- All participants or relevant team members will be notified automatically.
Frequently Asked Questions (FAQ)
1.Who can mark a 1:1 or task as completed?
Only the meeting participant or the assigned task owner can mark it as completed.
2 . Will other participants be notified?
Yes, all participants receive a notification when a 1:1 or task is marked completed.
3. Can I undo marking as completed?
Yes, you can change the status back to pending if edits or follow-ups are needed.
4 .Does marking as completed close the meeting or task?
Marking as completed indicates the meeting occurred or the task is done. The record remains visible for tracking and reporting.
5 .Can notes be added when marking as completed?
Yes, adding notes is optional but recommended to summarise discussion points, decisions, or outcomes.
6 .Is the completion status reflected in reporting?
Yes, all completed items are tracked in Plumm reports and dashboards for performance and accountability.
