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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: Access the 1-on-1 Module via the 9-Dot Menu
  • Step 2: View your 1-on-1 dashboard
  • Step 3:  Schedule a new 1-on-1
  • Step 4: Add discussion questions
  •  Step 5: Add a meeting link
  • Step 6: 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: Access the 1-on-1 Module via the 9-Dot Menu

To start managing 1-on-1 meetings:
  1. Click on the 9-dot navigation icon (core menu) in the top-left corner of your Plumm interface.
  2. In the dropdown menu, select People.
  3. Under People, find and click on 1-on-1s to open your dashboard.
From here, you can access your 1-on-1 meetings, schedule new ones, or manage existing sessions.

Step 2: View Your 1-on-1 Dashboard

  • In the 1-on-1s section, you will see all your scheduled 1-on-1s with the following details:
    • Title
    • Organiser and Invitee
    • Scheduled Date
    • Status (Scheduled, Completed, Cancelled)
  • Click the three-dot menu (represented by the 9-dot icon) next to any session to:
    • Edit a session
    • Cancel a session
    • View session details
The 9-dot menu offers quick access to these actions for easier management of your meetings.

Step 3: Schedule a New 1-on-1

  1. Click the Add 1-on-1s button (represented by a + icon).
  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 to proceed.

Step 4: Add Discussion Questions

  1. In the Questions tab, choose from:
    • Pre-defined questions based on your selected template
    • Custom Questions (if you prefer to write your own)
  2. Once ready, click Next to proceed to the next step.

Step 5: 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, the platform options will show as Not configured, and meeting links cannot be generated.
  4. Enter your subject and a message for the invite.
  5. Click Next to proceed.

Step 6: Save or Send the Invitation

  1. Review the summary in the Save & Send tab.
  2. Choose one of the following options:
    • Save Draft: To save and edit the invitation later
    • Save & Send: To immediately send the invitation 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. The 9-dot navigation offers quick access to details and management options for each session.