Helpful resources sidebar

Having the right information on hand is key to successful 1:1 Meetings and performance conversations in Small Improvements. When managers and their direct reports are on top of recent feedback and achievements, they can address the right topics and have meaningful conversations.

With the Helpful Resources sidebar, information relevant to your 1:1s is always at your fingertips.

Opening and Closing the Sidebar 

By default the sidebar is open, but you can open or collapse it when necessary:

Viewing Objectives

We've made it easy to access and view objectives from the sidebar, allowing for a seamless view of current projects and activities. 

See it in action in the gif below: 

Filtering by Activity and Features

To show the information that’s most relevant to you right now, you can filter by the type of activity (Objectives, Praise, 360s, Reviews, and Messages) and period (e.g., last week or last year).

You can also access each participant’s profile info with one click to see their role, email, direct reports, etc.

Watch it in action below: 

Guides and Resources

We’ve written several articles to help you effectively use the 1:1 Meetings module and have great conversations. All essential articles are in the sidebar, so you don’t have to comb through our blog and Help Center anymore.

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