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Schedule and Manage 1-on-1s

Summary

Plumm allows users to easily schedule, track, and complete 1-on-1 meetings with custom templates, recurring cadences, guided questions, and integrated meeting links (Google Meet or Microsoft Teams).

In this article

  • Before you begin
  • Step 1: View your 1-on-1 dashboard
  • Step 2:  Schedule a new 1-on-1
  • Step 3: Add discussion questions
  •  Step 4: Add a meeting link
  • Step 5: Save or send the invitation
  • Frequently Asked Questions (FAQ)

Before you begin

To schedule 1-on-1s, you must:
  • Have an active Plumm account
  • Be assigned a role as Manager, Admin, Super Admin, or Employee
  • (Optional) Have Google or Outlook integrated to generate meeting links

Step 1. View your 1-on-1 dashboard

  1. Go to People > 1-on-1s
  2. View all scheduled 1-on-1s with the following details:
    • Title
    • Organiser and Invitee
    • Scheduled Date
    • Status (Scheduled, Completed, Cancelled)
  3. Click the three-dot menu to edit, cancel, or view a session

Step 2. Schedule a new 1-on-1

  1. Click the Add 1-on-1s button
  2. In the Details tab, fill in:
    • Template (optional)
    • Cadence (e.g., Weekly, Monthly, One-time)
    • Title
    • Start & End Date and Time
    • Organiser and Invitee (auto-filled if you're the organiser)
  3. Click Next

Step 3. Add discussion questions

  1. In the Questions tab, you have:
    • Pre-defined questions based on selected template
    • OR Add your own custom questions
  2. Click Next once you’re ready

Step 4. Add a meeting link

  1. In the Invitation tab, go to the Platform dropdown
  2. Select:
    • Google Meet (if Google integration is enabled)
    • Microsoft Teams (if Outlook integration is enabled)
  3. If integrations are not configured:
    • Options appear disabled with a “Not configured” label
    • You will not be able to generate meeting links
  4. Enter your subject and a message for the invite

Step 5. Save or send the invitation

  1. Review the summary in the Save & Send tab
  2. Choose one of the following options:
    • Save Draft – to edit and send later
    • Save & Send – to immediately send to the invitee

Frequently Asked Questions (FAQ)

1. Who can schedule a 1-on-1?

Managers, Admins, Super Admins, and Employees can all create or join 1-on-1s, depending on your role and visibility.

2 . Can I generate meeting links automatically?

Yes. Google Meet or Microsoft Teams links are auto-generated if the respective integration is enabled by your Admin.

 

3. Why is the meeting platform disabled?

If Google or Outlook is not integrated via Admin > Integration, the platform dropdown will show “Not configured” and cannot be selected.

4. Can I reuse a saved template?

Yes, templates can help pre-fill structure and questions for repeated 1-on-1s.

5. How do I view past or upcoming sessions?

Use the 1-on-1 dashboard to filter and search sessions by title, date, organiser, or status.