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Duplicate a 1-on-1 Meeting

Summary

 Plumm allows Super Admin, admin and manager (organiser) to duplicate existing 1-on-1 meetings. This is useful for quickly creating a new meeting with the same participants, agenda, or discussion points without starting from scratch.


In this article

  •  Before you begin
  • Step 1: Access your existing 1-on-1
  • Step 2: Duplicate the meeting
  • Step 3: Adjust and save the new 1-on-1
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be a registered Plumm employee with access to the 1-on-1 Meetings module.
  • Only participants of the meeting or managers with permissions can duplicate a 1-on-1.
  • Ensure the new date and time suit all participants.

Step 1.  Access your existing 1:1

  1. Click the 9-dot menu in the top left corner of your Plumm dashboard
  2. Navigate to People > 1-on-1
  3. Locate the 1-on-1 meeting you want to duplicate.
  4. Click on the meeting to view its details.

Step 2.  Duplicate the meeting

  1. Click on the three-dots (⋮) and select Duplicate.
  2. The system creates a new meeting with the same participants, agenda, and notes.

Step 3. Adjust and save the new 1-on-1

  1. Update the date and time for the duplicated meeting.
  2. Modify the agenda or notes if needed.
  3. Click Save to schedule the new meeting.
  4. Notifications are sent automatically to all participants.

Frequently Asked Questions (FAQ)

1. Who can duplicate a 1-on-1 meeting?

Only participants of the meeting or managers with appropriate permissions can duplicate a 1-on-1.
 

2 . Will participants be notified of the duplicated meeting?

Yes, all participants of the new meeting receive notifications via Plumm and email.
 
 

3. Can I duplicate a recurring 1-on-1?

 Yes, duplicating a recurring 1-on-1 creates a new single instance, which you can then adjust as needed.
 
 

4 .Do the notes and agenda from the original 1-on-1 carry over?

 Yes, all notes and agenda items are copied to the new meeting. You can edit them if required.
 
 

5 .Does duplicating affect the original 1-on-1?

No, the original 1-on-1 remains unchanged. The duplicated meeting is treated as a separate event.
 
 

6 .Can I change participants when duplicating?

Yes, you can add or remove participants before saving the duplicated meeting.