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View and Manage 1-on-1s from the Dashboard

Summary

The 1-on-1s widget on the User Dashboard shows your upcoming scheduled meetings with team members. You can mark a session complete, duplicate it, view its activity log, or cancel it directly from the widget.

In this article

  • Before you begin
  • Step 1: View your scheduled 1-on-1s
  • Step 2: Manage your meetings from the widget
  • Step 3: View full 1-on-1 history
  • Frequently Asked Questions (FAQ)

Before you begin

You must have access to the 1-on-1s module and be a participant (host or invitee) in a scheduled meeting.

Step 1.  View your scheduled 1-on-1s

  1. On your User Dashboard, locate the 1-on-1s widget
  2. You’ll see your next upcoming 1-on-1, showing:
    • Meeting title
    • Date
    • Participant name
    • Status badge (e.g. Scheduled)
  3. Only upcoming or pending sessions will appear here

Step 2. Manage your meetings from the widget

    1. Click the three-dot menu (⋯) on a listed meeting
    2. You can take the following actions:
      • Mark Complete – Close the meeting once held
      • Duplicate – Recreate the same 1-on-1 setup for future scheduling
      • Activity Log – View the full history of changes, updates, and comments
      • Cancel – Remove the meeting if no longer needed
    3. Actions are reflected in the main 1-on-1 module and will update for both participants

    Step 3.View full 1-on-1 history

    1. Click View All at the bottom of the widget
    2. This takes you to the 1-on-1s module, where you can:
      • View past and upcoming sessions
      • Access notes, shared comments, and attachments
      • Schedule or manage new meetings

    Frequently Asked Questions (FAQ)

    1. What does the 1-on-1s widget show?

    It displays your next upcoming 1-on-1 meeting, including date, title, participant, and status.

    2 . Can I manage meetings directly from the widget?

    Yes. You can mark a session complete, duplicate it, cancel it, or view the activity log via the three-dot menu (⋯).
     

    3. How do I view more meetings?

    Click View All to access the complete list of past and future 1-on-1s in the full module.

    4. What happens when I mark a meeting complete?

    The session is closed and moved to your completed list. You’ll still be able to view its notes and logs.

    5. Can I reschedule a 1-on-1 from the widget?

    Not currently. Use the full 1-on-1 module to make changes to time or participants.

    6. Why don’t I see any meetings listed?

    Only upcoming meetings where you are the organiser or participant will appear. If none are scheduled, the widget will be empty.