1-on-1s | Peoplebox Help Center

Who can see my 1-on-1 meeting notes?

- If you write anything in Shared Notes section of the 1-on-1, the meeting attendees (manager and direct report) and the admins can view those notes. You can write your talking points and action items in these Shared Notes. - If you write anything in the Private Notes section below the Shared Notes box, those notes will only be visible to you. Your private notes are not accessible to the other attendee.

Last updated on Sep 18, 2024

Create 1-on-1 Meeting Using Peoplebox Calendar Integration

- On the left sidebar of your dashboard, click on the "1 on 1s" icon. - You can add your 1-on-1s by syncing Peoplebox with Google/Microsoft Calendar. - After syncing your calendar, all the 1-on-1s will automatically appear on the tool. However, if no 1-on-1s are scheduled, you can create one from here. - Or you can manually create 1-on-1s from the tool as well. - Select the employee, date, time, and duration of the 1-on-1, then click "Create". Your 1-on-1 with the employee will be scheduled. - Please refer to the article below on how to conduct 1-on-1s in the Peoplebox tool: https://cleartalk.peoplebox.ai/hc/peoplebox-help-center/articles/1722017276-conducting-1_on_1s-on-the-peoplebox-tool

Last updated on Sep 18, 2024

What Microsoft Permissions are required?

- When you sign in into Peoplebox with your Office 365 account, Peoplebox gets permission to only read your profile. Which includes primarily your name and email address. - When you integrate your calendar with Peoplebox, Peoplebox requests following accesses: - Why do we require full access to Create, Read, Update and Delete events? - When you create a new 1-on-1 in Peoplebox, we automatically create an event in your calendar as well - When you create a new 1-on-1 in your calendar - you can automatically sync it within Peoplebox to add notes. - Similarly, when you decide to reschedule an event in Peoplebox or archive the event - the corresponding calendar event gets updated or deleted respectively. The primary purpose of calendar integration is to make it seamless to add events into Peoplebox and reduce your effort. Rest assured your calendar data is safe and not accessible to anyone.

Last updated on Oct 21, 2024

How can I add talking points for my upcoming 1-on-1?

- Open your 1-on-1 meeting page with your direct report. On the right side, you'll see suggested talking points. Click the '+' sign to add them to the "Shared Notes" section. - Choose and add talking points from different categories, filtering them to match your preferred category. - Alternatively, you can also add talking points through email. Before each 1-on-1, Peoplebox sends you a reminder email with some recommended talking points to discuss. - Here’s a GIF to explain the whole process: https://drive.google.com/file/d/1pIalIuDwGtyxMAwZ4YVNmXxGC4USQuhZ/view?usp=sharing

Last updated on Oct 21, 2024

How can I search for my previous meeting notes?

- All previous meeting notes are inside the 1-on-1 meeting page. To access previous meeting notes, open the upcoming 1-on-1 of the attendee. Upon scrolling down, you will see all the previous 1-on-1 meetings you had with the attendee. - This is where you will find all the meeting notes (shared as well as private) of all the previous 1-on-1 meetings you have had with the attendee. Here's how it looks: https://drive.google.com/file/d/1MA8Jxt9cMa9T5NQQ55UUhuBvPRv8sDeE/view?usp=sharing

Last updated on Sep 18, 2024

Where can I create new action items?

- Creating a list of action items will help you and your direct reports know what to accomplish and ensure better progress and commitment for tasks. To write action items for your direct reports, go to their 1-on-1 meeting and start writing under the 'Action Item' section. Moreover, when you're writing 1-on-1 notes, you can turn any talking point or bullet point into action items by just clicking on the 'Action Item' button in the edit panel. - Here's how it looks: https://drive.google.com/file/d/17W5wh7m6VzoFhNwgt0YX9d9CAYhLHlBd/view?usp=sharing - You can also assign action items to your direct report and set a reminder to follow up on your tasks. - Alternatively, you can create new action items for yourself from your 1-on-1 homepage itself. Click on the ‘+’ icon at the top of the page to create a new action item. Press 'Enter' to add. - You can also set a reminder to follow up on your tasks by clicking on the three dots.

Last updated on Oct 21, 2024

How to access my 1-on-1’s shared and private notes?

- Click on 1-on-1s. - Open the 1-on-1 meeting you wish to view. - This enables you to access the Shared Notes. - You can access the Private Notes just below the Shared Notes. - Here is a GIF for better understanding: https://drive.google.com/file/d/1hI6MjYZ8wM9npsuBsiG2DljYOdKLluCS/view?usp=sharing

Last updated on Sep 18, 2024

Conducting 1-on-1s

- On the left sidebar of your dashboard, click on the "1 on 1s" icon. - Please select the 1-on-1 meeting you would like to conduct. - You and the person you're having the 1-on-1 with can share notes that are only visible to you both and the admin. - You can add Action Items to the 1-on-1s. - You can add your private notes to the 1-on-1s that will be visible only to you. - You can check past Action Items. - You can view and track the goals of the person you are having 1-on-1s with. - The tool provides suggested talking points that you can include in your 1-on-1s. - Once you finish the 1-on-1, click "Mark Completed".

Last updated on Sep 26, 2024

I can’t find my private notes. What should I do?

- All your private notes are saved during your one-on-one meetings. You will find them in the same meeting where you jotted them down. - Navigate to "1-on-1," open the meeting where you took notes, and scroll down to the "Private Notes" section to find them. - If you wrote down your notes for a past 1-on-1, scroll through the main 1-on-1 meeting page and look into the "Past 1-on-1s" section. You will find your private notes in that particular 1-on-1 meeting.

Last updated on Oct 21, 2024

Custom Suggestion Box in 1-On-1s

- On the left sidebar of your dashboard, click on the "1 on 1s" icon. - Open the 1-on-1 meeting where you’d like to add your talking points. - Select the "Suggested Talking Points" option. - You can provide tailored talking points for customers based on their specific requirements by adding customized questions to your category. - Select the desired question from the Category. - And the selected question will be added to your Talking points.

Last updated on Dec 13, 2024

How to Create Recurring 1-on-1s Using Calendar Sync

https://youtu.be/8YQB_VdFP5s 1. Scheduling a Recurring 1-on-1 in Calendar You can schedule a recurring 1-on-1 meetings directly in your calendar. In this example, a recurring 1-on-1 with a direct report is scheduled every Friday at 9:00 p.m. Scheduling a Recurring 1-on-1 in Calendar 2. Accessing the 1-on-1s Module Navigate to the 1-on-1s module on Peoplebox and click on "Add Events from Calendar" to begin syncing your meetings Accessing the 1-on-1s Module 3. Selecting Calendar Source You’ll be prompted to choose your calendar source. Select Google to proceed with syncing your Google Calendar events Selecting Calendar Source 4. Choosing the Account to Sync If you have multiple Google accounts, select the official email account that you use to login on Peoplebox Choosing the Account to Sync 5. Viewing Scheduled Meetings Once your calendar is synced, all your scheduled meetings will appear in the list. Locate the recurring 1-on-1 meeting and click on it to import Viewing Scheduled Meetings 6. Confirm Adding Events Click "Add Events" to import the selected 1-on-1 meeting from your calendar into the tool Confirm Adding Events 7. 1-on-1 Successfully Synced Your recurring 1-on-1 with your direct report is now automatically synced with the Peoplebox. You no longer need to create it manually—all the recurrences of this meeting will automatically be reflected here. 1-on-1 Successfully Synced

Last updated on Nov 11, 2025

How to Create a 1-on-1 with Your Direct Report and Use Private Notes

Click here to watch the video! 1. Manager–Direct Report View Here we can see that Carlos is the manager and Rishita is his direct report Manager–Direct Report View 2. Accessing the 1-on-1 Module To create a new 1-on-1 meeting, navigate to the 1-on-1 module from the left navigation bar Accessing the 1-on-1 Module 3. Options for Creating a 1-on-1 Here, you will see two options: you can either add events directly from your calendar or create a new 1-on-1 within the tool. In this example, we are selecting “Create a New 1-on-1” to schedule the meeting directly from the platform Options for Creating a 1-on-1 4. Selecting the Employee and Scheduling the 1-on-1 Once you choose to create a new 1-on-1, you can select the employee you want to meet with. In this case, we are selecting Rishita, the direct report. Then choose the date, time, and duration of the meeting, and click Create to schedule it Selecting the Employee and Scheduling the 1-on-1 5. Shared Notes and Action Items After creating the 1-on-1, you’ll see the Shared Notes space. Both you and your direct report can add talking points and action items here. Anything added in this section is visible to both participants Shared Notes and Action Items 6. Using Private Notes If you scroll down, you will find the Private Notes section. This is where you can document your personal notes or observations during the 1-on-1. These notes are strictly private and visible only to you Using Private Notes 7. Adding Notes Across Multiple 1-on-1s You can continue adding private notes over time, even across multiple 1-on-1 meetings with the same direct report Adding Notes Across Multiple 1-on-1s 8. Viewing Scheduled 1-on-1s If the 1-on-1 you created is scheduled for a future date, it will appear under the Later tab in the 1-on-1 module. You will see the direct report’s name, along with the scheduled date and time of the meeting Viewing Scheduled 1-on-1s

Last updated on Nov 26, 2025