What you’ll do: Create your first 1:1 in mozzo, add an agenda prompt, and mark the session complete so notes and actions are captured for performance history.
When to use this: Before a scheduled check-in with your manager or direct report—especially ahead of PTO, quarterly wrap-ups, or performance milestones.
Steps
1) Click None Opened
This opens the 1:1 panel to start a new check-in thread.
2) Click Create your first 1:1
Starts a fresh 1:1 thread so you can add agenda items and notes.
3) Add your agenda prompt
Type something specific so both parties are aligned, e.g. “Quarterly Review Process — what do I need to do before my PTO?”
4) Add Any Other Talking Points or Notes that you would like to discuss
5) Click Complete 1:1
When the conversation is done, mark it complete to save the notes and close the thread.
6) Click OK to confirm
This finalizes the 1:1 and stores the entry for future wrap-ups and reviews.
