Feature requests

Users need the ability to filter the Meetings module to display only specific meeting types — for example, genuine 1-on-1s, group meetings, or all meetings by default. All Outlook meetings involving two people are automatically classified as 1-on-1s, even if they are unrelated to performance check-ins (e.g., coordination reminders, non-HR meetings). This leads to cluttered views and inaccurate reporting. Proposed Enhancement: Add a filter control within the Meetings module allowing users to toggle between: ✅ Only 1-on-1s – Displays meetings with direct reports or managers. 👥 Only Group Meetings – Displays meetings with more than two participants. 🗓 All Meetings (Default) – Displays every synced meeting. Benefits: Ensures a cleaner, more relevant view for managers and employees. Improves reporting accuracy for true 1-on-1 engagement. Reduces confusion caused by non-check-in events being shown as 1-on-1s. Optional Add-On: In future iterations, consider a per-meeting toggle to “Exclude from 1-on-1 tracking.”

For recurring events, it would be helpful to have a continuous and active meeting summary, which can be accessed and emailed at once.

If we could assign talking points in meetings that also carry forward to each person's individual profile, so that the supervisor can provide private notes for future staff development.

When a reoccurring meeting series is scheduled, Teamflect has the awesome ability to see past and future meetings within the series. This makes finding previous notes, tasks, etc very easy to find. However, if one meeting in the series is rescheduled, the link is broken. In the regular meeting series, the rescheduled meeting doesn't seem to exist, as it isn't in the series of dates with the other meetings. And if you look at just the rescheduled meeting, it doesn't recognize any of the other meeting dates past or future for that series.

I'd like to have the option that whenever someone is adding or changing a talking point for a meeting, that there's a notification for all participants of that particular meeting

Enable users to manually assign a meeting as a 1:1 or remove the 1:1 label, providing greater flexibility and accuracy in categorizing meetings.

Transfer all data from an old meeting into a new meeting (copy/paste option) Need to be able to transfer notes, talking points and tasks etc from one meeting to another

It would be useful to find previous meeting notes in Teamflect if there was a search function.

So often, many of the talking points for my 1:1 meetings have to do with an email that I received. It would be helpful to have an added option on the teamflect Outlook add-in that allows me to turn an email to a talking point. The current option of making it a task is helpful, but sometimes I don't need to assign a task -- I need to talk through the email and I don't want to forget to do it when I have my 1:1. This feature would be a great addition for my team and me, and I believe would be useful to others as well.

The meeting module navigation is extremely slow and laggy. It would be great if I could search for meetings (future & past) much quicker. The current meeting search functionality doesn't really work most of the time.