Tracking Agenda and Action Items for One on One Meetings

[stevensmits]

I would love to learn how others are using both Boards and Docs in Monday.com to track information coming out of their one‑on‑one meetings with their direct reports.

Specifically, I’m exploring the idea of creating a recurring agenda in a Doc that can be updated weekly, while ensuring that any action items from those meetings are captured in a shared Board for visibility and accountability.

I’m curious to hear whether anyone has implemented something similar, and how you’ve connected Docs and Boards in a way that keeps information up to date without creating unnecessary duplication.

I’m hoping to avoid maintaining separate Word documents for every meeting, and I feel that Monday.com could be an incredible solution for us—if we can structure the data in a way that truly works for the team.

Any tips, examples, or lessons learned would be greatly appreciated!

[YOGESHP (Yogesh Pokale)]

Hi @stevensmits, Welcome to the community!

You might consider using Docs for the conversation and Boards for the commitments.

Create one living 1:1 Doc per direct report with a recurring agenda and rolling weekly notes, rather than a new Doc each time. Then embed a filtered view of a shared “1:1 Action Items” Board directly inside the Doc.

During the meeting, add action items straight into the embedded Board view (no copy/paste), and include a Doc link column on each item for context.

This should help you keep notes centralized and helps avoid duplication while maintaining accountability.

[ProjectMastermind (IngenuityKat)]

I would implement this using two boards and one recurring Doc per employee.

1:1 Board
Each item represents one direct report.
Each item includes a monday Doc column that serves as the recurring 1:1 notes document.

Action Items Board
Each task is its own item.
Tasks are connected back to the relevant employee using a Connect Boards column.

Inside Each Employee’s Doc (1:1 board)
I embed a filtered board view that only displays tasks connected to that specific employee.

This setup keeps notes and execution connected but separate, avoids duplication, and allows for reporting across all direct reports.

Using Connect + Mirror columns also lets you see open task health directly from the 1:1 board for quick visibility.

Other factors:

Do you want your employees to have access to any of the boards or workdoc or is this strictly manager only?

Workdoc