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Team: your reports this week

How-toAnyone1 min
In one sentenceTeam shows the people who report to you, who needs a conversation this week, and logs or books a 1:1 in two clicks.

Steps

  1. Open Team in the People module. The strip reads Your team · this week with Sentiment, 1:1 cadence, Burnout watch and Retention. With no reports of your own, it reads Whole workspace · this week.
  2. Read Needs attention - each card is tagged Retention, 1:1, Burnout, Recognition or Growth, with a Why: line. View draft gives you a message to start from.
  3. Click Log 1:1… on a card, or open a person from The team and click Log a 1:1.
  4. Pick It already happened or It is coming up. A past date records the conversation and clears the 1:1 nudge. A future date books it and your note becomes the Agenda.
  5. Write Notes if you want, then click Save 1:1 - or Book it. Notes are read back as Earlier notes next time and are not shared with the person.
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