User Experience
One of the core features of Crewmojo is the 1-on-1 meetings. This guide shows you how to set up a meeting as any user in the system.
Requesting a 1-on-1
To request a one on one, click request on the 1-on-1 tile. A dialogue will pop up.
Click select to choose who you want to request the 1-on-1 with. Your managers and direct reports will be highlighted at the top of the list.
Click next.
Add Invitee
You can now add third party(s) to 1-on-1s, which is great for meetings that require a support person. Once you have chosen the main subject of your 1-on-1, the invite option will appear. Third parties can contribute to the 1-on-1 as usual.
Next, select a meeting type. Crewmojo comes with several default meeting types. Your administrators can also create new meeting types. Some meeting types can only be requested by managers or HR.
For this example, we'll select the general meeting. Click next.
Now you have the option to schedule your meeting. There will be a number of options here, depending on how your company has set up Crewmojo. You have the option to not schedule the meeting by clicking "Don't Schedule". This will create the meeting as usual to either be scheduled or carried out spontaneously.
Select the time a date of your meeting. Clicking on date will bring up a calendar for you to select a date from, while clicking on time will bring up that person's timeline for the day, with their busy periods in red. Use the blue dots to change the start and end time of the meeting, or simply drag the entire block to move the meeting without changing its length.
You have the option to enter a physical location in the "Location" input box. You company may have also set up some meeting room options.
You have the option to set the meeting as recurring. This will automatically create the meeting at the specified interval. First, select the interval measure. If you select daily, you then have the option of how many days the interval should be. If you select weekly, you have the option of how many weeks, and so on. In this example, I have selected weekly and specified that I want the meeting to schedule every two weeks on Tuesday and Thursday. Finally, you can set a end date for this recurrence, or simply leave this field blank if you want the meeting to be rescheduled indefinitely. Click the tick in the top right when you have configured.
If your company has integrated Crewmojo with a meeting platform such as Zoom, these will be selectable just above the next button. Selecting one will automatically create a meeting in the relevant app and add a button to open the online platform (such as a zoom link) in the 1-on-1.
Finally, confirm and hit send.
Navigating the Meeting
Once a meeting has been requested, regardless of scheduling, both parties can contribute right away. This allows you to set talking points and upload any relevant documents in advance of the meeting starting.
Almost all meeting types will contain the following features:
Conversation
A place for both participants to share notes from the meeting
Action Items
Actions assigned to one person, usually as a result of the meeting conversation
Talking Points
What is to be discussed during the meeting
Attachments
A place to upload documents to be shared between the meeting parties
Action Items
Action items are assigned to specific person. Once assigned, the item will show up on their snapshot tile. To assign an action item, click the people icon and select the person(s) you need to complete that action. If you select multiple people, it will duplicate the action item for each person.
You can assign action items to anyone in the company, not just those who are a part of the meeting. If you assign an action item to someone outside of the meeting, Crewmojo will notify them and put it in their snapshots tile. If their manager has disabled snapshots for them, Crewmojo will not allow you to assign the action item to them, and will give you an error.
Activities
Activities are the most customisable part of the 1-on-1 feature, as your company administrators are able to create new activities and make them mandatory or optional for different meeting types. In the activities section, the required activities for the meeting type will be shown and all the optional ones will be available to be selected. Activities may include conversation starters, questions for either or both party to answer, and relevant documents.
When you have completed the meeting, click "Meeting Done" at the top. A concise set of minutes will be emailed out to both of you.
Third Parties
Now either participant can invite a third party(s) to a 1-on-1. Once a meeting has been created, click on the humans button next to "Invitees" and select the person(s) you wish to add.
These people will be able to add notes, talking points and action items as usual, and the only part of the meeting they won't be able to participate in will be the custom activities.
Any invitations you receive to someone else's 1-on-1 will show up in your 1-on-1 tile as such:
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