Create a follow-up meeting

Follow-ups are used to maintain steady contact between colleagues to ensure good cooperation and collaboration. They are documented meetings to track progress, seek support, or encourage personal development. In this article, we will explain how you can create a follow-up meeting.
 

Create a follow-up

1. Go to Meetings in the side menu
2. Choose an employee and click Create Follow-up
3. Write down pointers and notes for the meeting. Keep it short and set deadlines. Add private notes if you want to (not visible to the other party) and attachments. Choose who will be in focus and who will give feedback for the meeting.

4. Click Save As Draft or Create.

5. The employee gets a notification sent to their email to rate the follow-up.

Create Follow-up as user

1. Click Meetings from the menu and Create Follow-Up or Request Follow-Up 
2. Create Follow-Up. Make sure to write down pointers and notes for the meeting. Keep it short and set deadlines. Add private notes if you want to (not visible to the other party) and attachments. Choose who will be in focus and who will give feedback for the meeting.
3. Click Save As Draft or Create.

4. Request Follow-Up. Choose who you want to Follow-Up with, add a date and time and a short note. Click Send.