With Uptick, a 1:1 is an every or every-other week meeting between a manager and team member, lasting 15-60 minutes.

Prior to the 1:1 meeting, the team member responds to the questions the manager has set up, and then the manager reviews the responses.

This structure helps both people come to the meeting ready to chat, and there's less status to catch up on during the meeting time.

Watch: how to set up your first 1:1

If you're just getting started with Uptick, right away you'll see the option to add a 1:1:

For a manager setting up a 1:1 with a team member, click the blue "Add 1:1" button.

For a team member initiating a 1:1 with their manager, choose the "click here" option below.

If you already have one or more 1:1s set up, add a new 1:1 from the My 1:1s page.

Click "Add 1:1" in the upper left corner of the My 1:1s page.

For a manager setting up a 1:1 with a team member, click the blue "Add 1:1" button.

For a team member initiating a 1:1 with their manager, choose the "click here" option below.

1:1 setup steps

You start by choosing 1:1 questions, then you add or select a team member, and then final step is to set your recurring meeting schedule.

1. Decide what questions you want to ask

Use an Uptick template of 1:1 questions to get up and running in no time!

Once you click on a template, the preview appears to the right. When you've made a selection, in the upper right click the blue button "use this template"..

If you have any question sets created, you will see them appear below the templates section as options to choose from. A set is a grouping of 1:1 questions created by a manager to use across their team. See more in the question sets article.

Or you have the option to build your 1:1 from scratch.

The "Edit questions" step is where you fine-tune the questions you want to ask.

  • Questions outlined in yellow require more information before the setup can be completed. (Like the goals question, which requires the manager to add a team member and at least one goal.)
  • Re-order questions by dragging and dropping them, even if they are part of a set.
  • Click "Add question" at the bottom of the page to add additional questions, like decks. Decks are collections of questions organized by topic, and when a deck is used in the 1:1, one question at a time is shuffled into each 1:1.
  • Change the frequency of a question by clicking the dropdown "every 1:1" and changing it to "every other 1:1".
  • Delete a question by clicking the trash can icon.
  • If using a set, questions that are part of a set are noted by the yellow "link" icon.
  • For questions not linked to a set, you can click on the question category drop down list and select a different category name. These category names are helpful for search purposes - they do not appear in the 1:1.
  • For questions linked to a set, click the 3-dot menu to be taken to the set for editing, or you have the option to remove the set and start from scratch.

Once you have your 1:1 questions set up the way you want, click "Next" in the upper right to add a team member and set the meeting schedule. At the end of the setup when you click "create 1:1", you'll be asked if you'd like to save your questions as a set to use for other team members.

2. Choose a team member, or create a new user

Choose a user from the list, or create a new user (first name, last name, and email address). An email will not be sent until the setup has been completed.

If you don't see your team member's name in the list but know they have an Uptick account, talk to an Admin to make sure you are assigned as that team member's manager in Uptick. (Not sure who an Admin is? Check the Users page.)

3. Set the 1:1 schedule

Set the recurring meeting schedule for your 1:1. Select a start date, every or every-other week frequency, meeting time, and duration.

If you enable calendar event invitations, when the 1:1 is created Uptick will generate a recurring calendar event and send to both manager and team member. Any future changes made to the 1:1 schedule in Uptick will generate an updated calendar event.

Uptick accounts on a paid plan can integrate Teams or Zoom meeting info.

Complete the 1:1 setup, and your team member will be invited to Uptick.

When you're ready to complete the 1:1 setup, click the blue "Create 1:1" button in the upper right corner. Uptick will ask if you want to save the questions as a set, which can be used for your other team members.

You'll be asked to confirm that you want to invite your team member, and then that user will receive an email notification inviting them to their Uptick account.

Not quite ready yet? Save your 1:1 as a draft.

In the upper left, click "Save & close draft", and your work will be saved and you'll be taken to the My 1:1s page. Your draft will be nested under the "Drafts" section in the left sidebar, and you can continue editing the draft at any point by clicking on it.

"Discard draft" deletes any work you've done on the 1:1, and returns you to the "Start a new 1:1" screen or the My 1:1s page.

Have a question? Or want some help? Send us a chat. We're here to help! 🤝

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