Forum Discussion
Best way to automatically bring unfinished 1:1 action items into the next meeting?
One thing our managers keep running into is losing track of action items between recurring 1:1s. They might agree on 2–3 follow-ups during one meeting, but by the time the next one comes around those notes are sitting in Loop, OneNote, a Teams chat, or someone’s personal task list.
Ideally, I’d like unfinished action items from the previous 1:1 to automatically show up in the next meeting agenda so both sides can quickly review what was actually completed.
2 Replies
- Eric_BrooksBrass Contributor
The simplest setup is to give each recurring 1:1 one shared action list and keep it linked at the top of every agenda. Unfinished items stay visible until completed, without creating a fresh copy each week.
With Loop, you can set it up like this:
- Create a shared page for each manager–employee pair and give both people access.
- Add a task list at the top with an owner and due date for each action.
- Add dated meeting notes underneath, and put the page link in the recurring meeting invitation.
- Start each meeting by reviewing that same task list. Mark completed items done and update the remaining ones.
This gives you a standing agenda rather than automatically inserting tasks into separate meeting pages. There is no general Microsoft 365 feature that reliably gathers unfinished actions from Loop, OneNote, chats and personal task lists into the next 1:1.
If you need a new agenda generated automatically each time, standardize the actions in Microsoft Lists first. Store the 1:1 identifier, action, owner, due date and status. A scheduled Power Automate flow can then retrieve incomplete items for that 1:1 and send both participants a review summary before the meeting. Creating or updating a particular agenda document needs an additional step supported by that destination.
Keep access restricted to the two participants, and update the original task when it is completed. Copying tasks into a new list every week creates duplicates and makes completion harder to track.
The most reliable starting point is one shared task list for each recurring one-to-one, rather than asking the next meeting to discover unfinished items scattered across four applications. Create a Loop task-list component in the existing one-to-one Teams chat, give each action an owner and due date, and move the currently open actions into it once. Add a reference to that same list in the meeting series agenda, using View series when editing the recurring meeting. Loop task lists stay synchronized wherever the same component is shared, and their tasks also synchronize with Planner. Both participants can therefore review and complete the same outstanding actions at each meeting without recreating them. Keep dated discussion notes separate from this continuing action list. Microsoft's documentation supports shared tasks and series-wide agenda changes, but does not describe an automatic merge of unfinished OneNote, chat, Loop, and personal tasks into each new agenda.