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How to Enable 1-on-1 Meeting Filtering by Keyword List

Filter 1-on-1 meetings in Teamflect by keywords in meeting titles to ensure only relevant meetings appear.

Written by Myka

Overview

Teamflect allows administrators to further customize the Meetings module by filtering one-on-one meetings based on keywords in the meeting title. By specifying which meeting titles should be included, you can reduce clutter from unrelated calendar events and ensure users only see meetings that are relevant to performance management, coaching, development discussions, and other recurring one-on-one conversations. This helps create a cleaner, more focused meeting experience across your organization.

šŸ“ŒNote: This filter applies only to 1-on-1 meetings and does not affect group meetings.

Step-by-Step: Enabling Keyword-Based Meeting Filters

Step 1: Access the Meeting Settings

Here you can see the "Filter 1-on-1 meetings by keywords in meeting title" button.

Step 2: Activate the Keyword Filter

  • Toggle the switch to enable the feature

  • Click ā€œEdit keywordsā€ to manage the list of allowed keywords

Step 3: Add Keywords

  • In the keyword editor:

    • Click ā€œAdd New Keywordā€

    • Type the keyword that should trigger inclusion (examples: ā€œCheck-inā€, ā€œ1:1ā€, ā€œCoachingā€, ā€œSyncā€).

    • Click ā€œSaveā€ after adding your list

āœ… Once saved, only 1-on-1 meetings containing at least one of these keywords in the title will appear in users’ Teamflect calendars.
āœ… End-users will see a tooltip in the Meetings module explaining which keywords are being applied.

šŸ’”Tip: End-users will see a tooltip explaining the active filtering keywords in their Meetings module.
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HR Use Cases

1. Maintain Focus on Development-Oriented Conversations

Filter out administrative or irrelevant 1-on-1s (e.g., ā€œIT Accessā€, ā€œOffice Tourā€) and show only those with titles like ā€œGrowth Planā€ or ā€œFeedback Sessionā€ — ensuring performance discussions are prioritized.

2. Standardize Meeting Naming Across the Org

Encourage consistency by defining clear keyword patterns (e.g., ā€œ1:1 Weeklyā€, ā€œMentoringā€) that will be recognized and shown in Teamflect — helping HR monitor engagement quality.

3. Enable Audit-Ready Visibility for HR Reviews

Surface only those meetings that align with employee development frameworks, making it easier for HR to validate whether managers are conducting meaningful 1-on-1s.

Final Thoughts

The 1-on-1 meeting keyword filter in Teamflect is a subtle yet powerful tool for curating meeting visibility and ensuring quality interactions are recognized. By setting clear keyword standards and enabling this filter, admins and HR teams can reinforce performance-focused conversations and reduce noise in the system.

To modify keywords later, simply return to the same setting in the Admin Center.

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