At Teamflect, our goal is to make 1-on-1 meetings more effective, intentional, and development-focused. The Tips and Resources panel helps managers and employees access useful prompts, reminders, and reference materials directly from their meeting page.
Administrators can customize these tips and resources to reflect their organization's policies, coaching frameworks, and development practices. Once configured, users can choose which tips and resources to use when preparing for or conducting their 1-on-1 meetings.
How to Customize Tips & Resources (Admin Access Required)
Step 1: Access the Meetings Module in the Admin Center
Visit admin.teamflect.com
On the left-hand menu, click Modules
Select the Meetings module
Click on "Configure Tips and Resources"
Step 2: Manage Default Tips and Resources
You’ll see a list of default tips and resources preloaded by Teamflect. You can:
Edit or delete existing ones
Add new custom entries that reflect your company’s policies or coaching frameworks
Step 3: Add or Edit a Tip or Resource
Click Edit or Add New Template, then enter:
A short, practical title
A brief description or link (for resources)
📌You can add up to 5 custom tips and 5 custom resources per meeting template.
How Tips and Resources Appear in Meetings
The Tips and Resources panel appears on the left side of the 1-on-1 meeting page and is visible to both meeting participants.
Tips and resources are not automatically displayed as a mandatory set of prompts. Instead, users can choose from the available entries when preparing for or conducting their meetings.
For example, a manager might select a coaching tip to guide a conversation about performance, while an employee might choose a career development resource to prepare for a discussion about future goals.
HR-Focused Use Cases
1. Reinforce Coaching Culture
Add reminders based on your internal feedback or coaching models (e.g., "Use SBI method", "Ask career-focused questions").
2. Support Manager Development
Include mini checklists or guides to help new managers run more structured, productive 1-on-1s.
3. Link to Key People Resources
Embed links to your HR handbook, learning portal, development plan guide, or DEI content.
Final Thoughts
The “Tips and Resources” panel in Teamflect is a low-effort, high-impact way to embed your organization’s best practices directly inside meetings — where they matter most. Customizing this area ensures every 1-on-1 conversation reflects your company’s values, improves conversation quality, and enables more consistent leadership behavior across teams.