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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
Updated over a month ago

Overview

Admins can refine the Meetings module in Teamflect by filtering 1-on-1 meetings based on keywords in the meeting title. This helps exclude irrelevant calendar entries and ensures the focus remains on performance, development, and coaching conversations.

Note: 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 “Edit keywords” to manage the list of allowed keywords

Step 3: Add Keywords

  • In the keyword editor:

    • Click “Add New Keyword”

    • Type the keyword that should trigger inclusion (examples: “Check-in”, “1:1”, “Coaching”, “Sync”).

    • Click “Save” after adding your list

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

Note: End-users will see a tooltip explaining the active filtering keywords in their Meetings module.

HR Use Cases

1. Maintain Focus on Development-Oriented Conversations

Filter out administrative or irrelevant 1-on-1s (e.g., “IT Access”, “Office Tour”) and show only those with titles like “Growth Plan” or “Feedback Session” — ensuring performance discussions are prioritized.

2. Standardize Meeting Naming Across the Org

Encourage consistency by defining clear keyword patterns (e.g., “1:1 Weekly”, “Mentoring”) 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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