1:1 Meetings

1:1 meetings are an essential tool for managers to effectively manage their team. A well run 1:1 meeting can help a manager in setting clear goals, build a collaborative agenda, improve accountability and communicate clearly with team members. OKRify meetings provides the following features for 1:1 meetings for any teams within Salesforce

  • Set collaborative agenda
  • Assign action items and set due dates
  • Ask questions before meetings and receive feedback after meetings
  • View real time OKRs and KPIs for team members
  • Collaborative before and after meetings on items with comments
  • View history of previous meetings in Salesforce

OKRify is the best user friendly and intuitive application in Salesforce for managing 1:1 meetings.

Create 1:1 Meetings

Managers or team members can create 1:1 meetings directly with their team members or manager easily with a click of a button from the team tab in the Meeting Hub. 1:1 meetings can also be created from the create button in the meeting tabs in the Meeting Hub. Please enter the following fields for creating a 1:1 meeting with any user in Salesforce

  • Meeting Name - Enter meeting Name
  • Type - Select 1:1
  • Meeting Date & Time - Enter meeting date and time
  • TimeZone - Enter timezone
  • Duration ( in Minutes) - Enter duration for the meeting in minutes
  • Repeat flag (Optional) - Select if the meeting is a repeat meeting
  • Meeting occurrence (Required for Repeat Meetings) - Select one of the following below options
    • Weekly
    • Bi-weekly
    • Monthly
  • Carry over open items (Only for Repeat Meetings)
    • General items
    • Action items
    • Questions and Multiple Options
  • Meeting Link
  • Meeting template - Meeting template is defaulted from team or meeting settings. Click the icon to search, preview and select any Meeting template for the 1:1 meeting
  • Managers/Organiser - Select users who will manage the 1:1 meeting, organiser can also add Question and Multiple Option sections for all the managers/organisers and users/attendees to respond.
  • Users/Attendees - Only one user can be selected as Users/Attendees. OKRs and KPIs for the selected users can be automatically added to the meeting. Users/Attendees can collaborate in the meeting similar to Managers/Organisers except creating Question and Multiple Option items or sections.
  • OKR - Selecting this will automatically add the User’s OKRs to the meeting (Private & ‘Team Only’ OKRs will be added to 1:1 meeting if the user or the manager creates the meeting)
  • KPI- Selecting this will automatically add the User’s KPIs to the meeting
  • Salesforce Event- Selecting this will create this meeting as an event in Salesforce calendar

After entering the above fields click the Create Meeting button to go to the meeting page, if a meeting template is selected the sections and items from the template will be automatically added to the meeting and can be changed as needed for the meeting. The following items can be performed in the meeting

  • Add a new item to an existing section - Click enter in the last item of a section or the add item button after the last item to create a new item
  • Add a new section - Click the create section button after all the existing section
  • Assign an item to a user - All items will be assigned to the Organizer, click the user avatar to change the assigned user
  • Rearrange the order of section or item - click the drag icon and drag any item or section to rearrange
  • Set due date for an action item - Change the default date for an action item
  • Create Question or Multiple Options section for the attendees to respond (Only organizer)
  • Complete an item - Checking the check box for an item to complete an item, completed not repeat items will not be moved to next items
  • Mark an item as repeat (Only repeat meetings) - Click on the repeat icon to repeat an item for every meeting
  • Clone an item
  • Add long description to an item
  • Add an OKR to the OKR section
  • Add a KPI to the KPI section
  • Add comments to any item
  • Delete an item
  • Respond to a question or multiple option
  • View responses from attendees (Only Organizer) - Click ANS to view responses from all the users

OKRify Meetings provides the above features to manage and collaborate with team members for 1:1 meetings. Once meeting is created with the required sections and items, the following buttons are available for a meeting

  • Save - Save a meeting in draft status (Only available when meeting is new or draft status)
  • Schedule - Save a meeting in scheduled status (Only available when meeting is in draft status)
  • Complete - Complete a meeting, for repeat meetings next meeting will be automatically created (Only available for scheduled or completed status)
  • Save as Template - Save a meeting as a new Meeting template
  • Clone - Clone a meeting
  • Delete - Delete a meeting

A meeting can be edited by clicking the meeting name in the top of the page, meeting fields except user/attendees field can be changed for a meeting. If an online meeting link exists for a meeting, the meeting link will be available in the meeting page to directly go to the meeting page. Once a meeting is scheduled the attendees can view the meeting in Meeting hub and start collaborating in the meeting.