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Edit a 1-on-1 Meeting

Summary

 Plumm allows Super Admin, admin managers (organiser) to edit scheduled 1-on-1 meetings. You can update the date, time, participant list, or agenda to ensure meetings stay accurate and relevant.


In this article

  • Before you begin
  • Step 1: Access your 1-on-1 meeting
  • Step 2: Edit meeting details
  • Step 3: Save and notify participants
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have access to the 1-on-1 Meetings module.
  • Only organiser of a 1-on-1 can edit the meeting.
  • Ensure participants are active in Plumm.

Step 1. Access your 1-on-1 meeting

  1. Click the 9-dot menu in the top left corner of your Plumm dashboard
  2. Navigate to People > 1-on-1
  3. On the 1-on-1 dashboard locate the scheduled 1-on-1 you want to edit.
  4. Click on the meeting to open its details.

Step 2. Edit meeting details

  1. Click on the three-dots (⋮)and select Edit.
  2. Update any of the following:
    • Date and time
    • Participants
    • Agenda or discussion topics
  3. Review the changes before saving.

Step 3. Save and notify participants

  1. Click Save to apply changes.
  2. Plumm automatically notifies all participants of the updates.

Frequently Asked Questions (FAQ)

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

Only participants of the 1-on-1 meeting can make edits. Managers cannot edit a meeting they are not part of unless they have admin permissions.
 

2 . Can I change the date and time of a 1-on-1?

Yes. You can reschedule the meeting to a new date and time that works for all participants.
 
 

3. Can I add or remove participants after scheduling?

Yes, you can update the participant list. All changes trigger notifications to the affected users.
 
 

4 .Will edits affect the agenda or notes?

Yes, you can update or add new agenda items and notes. Previous notes remain unless deleted.
 
 

5 .Do participants get notified about changes?

Yes, all participants receive notifications via Plumm and email for any updates or cancellations.
 
 

6 .What happens if a participant is unavailable for the new time?

Plumm will alert you if a participant has a conflicting meeting. You may choose a different time or coordinate with the participant directly.