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Schedule a 1:1 Meeting

Summary

Company allows superadmin, admin and managers (organiser) to schedule 1:1 meetings directly within the platform. These meetings help maintain regular communication, track progress, and provide feedback efficiently.

In this article

  •  Before you begin
  • Step 1: Navigate to 1:1 Meetings
  • Step 2:  Schedule a new 1:1
  •  Step 3: Manage existing 1:1s
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be a registered Plumm employee with access to the 1:1 Meetings module.
  • Ensure the person you want to meet with is also active in Plumm.

Step 1. Navigate to 1:1 Meetings

  1. Go to Meetings > 1:1s from your dashboard.
  2. Click on View 1:1s to see past and upcoming meetings.

Step 2. Schedule a new 1:1

  1. Click Schedule 1:1 in the top-right corner.
  2. Select the participant for the meeting.
  3. Choose a date and time.
  4. Optionally, add a topic or agenda for the meeting.
  5. Click Save to send the meeting invite.

Step 3. Manage existing 1:1s

  1. From Meetings > 1:1s, click on a scheduled meeting to view details.
  2. You can edit date, time, or agenda if needed.
  3. Cancel the meeting if it is no longer required.
  4. All participants will receive notifications for updates or cancellations.

Frequently Asked Questions (FAQ)

1.Who can schedule a 1:1 in Plumm?

 Any employee or manager with access to the 1:1 module can schedule a meeting with another active employee.
 

2 . Can I schedule recurring 1:1 meetings?

Yes, you can set meetings to repeat weekly, bi-weekly, or monthly when creating a 1:1.
 

 

3. What if the participant is unavailable?

 Plumm will notify you if the chosen time conflicts with their existing meetings. You can select a different time or propose multiple options.
 

 

4 .Can I attach notes or documents to a 1:1?

 Yes, you can attach files or add notes to provide context or reference material for the meeting.
 

 

5 .Will I get reminders for scheduled 1:1s?

  Yes, Plumm sends automatic reminders via the platform and email based on your notification settings.