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  3. Getting Started with the Mobile App

Managing 1:1s in the Mobile App

Sometimes, meetings are more productive when you are able to get up and move around. If you have any regular 1:1s and would like the flexibility of taking a walk or working in your garden while you chat about upcoming projects, how things are going in the role in general, etc., you can update your 1:1 from the mobile app.

Prior to your 1:1 meeting, you may want to check recent updates to chat about. To do this: 

  1. Open the Pingboard app from your phone. 
  2. Select 1:1s from the navigation menu. 
  3. Choose the upcoming 1:1 to view more info about it. 
  4. Select the Updates tab to view any upcoming Statuses, recent Wins, or Applause. Updates_Tab_Gif.gif

 

To Add, Edit, or Delete a Topic: 

  1. Open the Pingboard app from your phone.
  2. From the navigation menu select 1:1s. 
  3. Choose the upcoming 1:1 to view more info about it. 
  4. Tap the Topics tab and scroll to the bottom to select + New Topic. 
  5. Type in the Topic and any notes you think will be helpful for your next 1:1 Meeting. 
  6. Select Save.                                                                  Adding_a_Topic_Gif.gif
  7. If you'd like to edit a Topic, tap it, and edit the name or notes.
  8. If you'd like to delete a Topic, swipe to the left on the Topic you'd like to remove.  Editing___Deleting_Topic_Gif.gif

 

To move Topics:

  1. Open the Pingboard app from your phone. 
  2. From the navigation menu, select 1:1s.
  3. Choose the upcoming 1:1 to view more info about it. 
  4. Tap the Topics tab. 
  5. Swipe to the right on the Topic you'd like to move to your next meeting. 
  6. Tap Next Time to move it. 
  7. If you'd like to move an upcoming Topic to your current meeting, tap the Next Time tab.
  8. Swipe to the right on the Topic you'd like to move to your meeting. 
  9. Tap Agenda to add it.                                                  Agenda_Swiping_Gif.gif

To Add, Edit, or Delete Comments on a 1:1 Topic:

  1. Open the Pingboard app from your phone. 
  2. From the navigation menu, select 1:1s.
  3. Choose the upcoming 1:1 to view more info about it. 
  4. Swipe to the Right on a Topic and tap Comments. 
  5. Type out your message and select Send to add it to the Topic. Add___Edit_Comments_Gif.gif
  6. If you'd like to edit or delete your recent Comments, tap the More (...) option and choose Edit or Delete.                                                                          Delete_Comment_Gif.gif

 

Note: At this time, you cannot add Wins from the mobile app. However, this will become available in future updates, so stay tuned!

 

Still need help? Let us know.