Touchpoints

Touchpoints is the place for your structured interactions with your team: 1-on-1s, informal check-ins, standups, and formal team meetings. Each one captures what was discussed, how people are doing, and what needs to happen next.

• Who can use it: managers and supervisors run touchpoints; employees can see their own if you enable that option, and can request a meeting when employee requests are turned on.
• Where: Sidebar - Touchpoints.
• Default: off. Enable it at Settings - Modules.

Touchpoints come in four kinds. You pick the kind when you create one, and the form adjusts to match.

To create a touchpoint:

1. Go to Sidebar - Touchpoints.
2. Click New touchpoint.
3. Select the kind that fits. The form updates based on your choice.
4. Choose a template, the attendee (for 1-on-1s) or team (for team meetings), and the date.
5. Click Schedule to save it for later, or Start now to open it immediately.

If you have calendar invites turned on, mizuiro sends a .ics file to the attendee or team when you schedule a 1-on-1, a standup, or a formal team meeting. A day-before reminder goes out automatically as well.

When it’s time for the meeting, open the touchpoint from your list and fill it in as you go.

For a scheduled 1-on-1, the form includes:

• Template questions - the structured prompts you set up in advance. The answers are the record of what was actually discussed.
• Signals - four optional at-a-glance ratings you can record alongside the conversation: wellness (how the person is doing overall), capacity (are they overloaded or underloaded), engagement (how connected they seem to the work), and flight risk (your read on retention). Your template controls which of these appear.
• Close-out notes - your private wrap-up notes once the meeting is done. A good place for context you don’t want to lose but that doesn’t belong in the template responses. These are visible to you and the manager only - they’re never shown to the employee.

Warning

Flight risk is only visible to you and the manager. Other supervisors cannot see it, and the employee never sees it. It’s intended as a quiet retention signal, not something that gets shown around.

When you’re finished, click Complete. The record locks and becomes read-only, including the responses, signals, and any action items.

If you need a 1-on-1 to stay between you and the manager - a sensitive topic, a performance conversation you’re not ready to involve the wider team in - you can mark it as private when creating it. Private touchpoints are visible only to you as the conductor and to the manager. Other supervisors won’t see it in the list or in the employee’s touchpoint history.

Informal check-ins are for conversations happening right now: a quick chat in the hallway, a five-minute sidebar that turns into something worth writing down.

Creating one is the same flow as scheduling, but there’s no date picker and it goes straight into an open state. Fill in what you discussed, capture any signals, add action items, and complete it when you’re done.

For standups, each person in attendance gets their own set of template questions. You fill in each person’s answers separately, which means you can capture how different people responded to the same prompt without flattening it into one combined note.

For formal team meetings, the form includes a numbered agenda you build before or during the meeting. Each agenda item has a title and a notes field. The template questions sit below the agenda and apply to the meeting as a whole.

At the bottom of any touchpoint form, you can add action items: follow-up tasks for specific people, with an optional due date.

Action items stay attached to the touchpoint where they were created. If an item is straightforward, you can mark it done right there. If it’s bigger than that, you can convert it to a full Task with one click.

After completing a touchpoint, you’ll see a Book next option on the record. This creates a new touchpoint of the same kind for the same person or team, pre-linked to the one you just finished. The chain builds over time, so you can always see the previous touchpoint from any record and get the full history in context.

If you’ve enabled employee meeting requests, employees will see a Request a meeting option in the app. They can direct it to any supervisor, a specific supervisor, or the manager directly, and include a topic so you know what it’s about.

Pending requests show up in a banner at the top of your Touchpoints list. When you accept one, mizuiro pre-fills the new touchpoint form with the requester already set as the attendee.

Templates are the structured questions that appear on each touchpoint form. mizuiro creates four defaults when you first open the settings page: one for each kind. You can edit them, create your own, and have multiple active templates per kind.

To manage templates, go to Settings - Touchpoints and look for the template section. Each template has:

• A name and optional description.
• A set of questions (up to whatever you need), each with a label, optional hint text, and a field type (text area, single-line text, or dropdown with 2-12 options).
• Signal toggles for 1-on-1s and standups: choose which of the four signals (wellness, capacity, engagement, flight risk) to show on the form.

All settings are at Settings - Touchpoints.

Allow employees to see their touchpoints

When on, employees can view their own completed 1-on-1s and check-ins, including the template responses. Off by default. Worth enabling when you want the record to serve as a shared reference - the employee can look back at what was agreed.

This setting is snapshotted when each touchpoint is created. Turning it on or off only affects new touchpoints going forward; existing records don’t change.

Note

Even when employee visibility is on, close-out notes and signals (wellness, capacity, engagement, flight risk) are never shown to the employee. They see the template responses only.

Allow employee meeting requests

When on, employees can submit a meeting request with a topic. Managers and targeted supervisors see pending requests in a banner on the Touchpoints page. Off by default.

Send calendar invites

When on, mizuiro sends a .ics calendar invite to attendees when you schedule a 1-on-1, a standup, or a formal team meeting, plus a day-before reminder. Off by default.

Widget colour

Sets the accent colour for Touchpoints dashboard widgets. Pick what works for your dashboard layout; this doesn’t affect anything else.

Touchpoints includes five widgets. The wellness and capacity trend widgets are particularly useful once you have a few months of 1-on-1 and standup data.

All five are available from the Add widget button on your dashboard.

Can an employee see the signals I record for them?

No. The wellness, capacity, engagement, and flight risk ratings are visible only to managers and supervisors. Employees never see them, even if you’ve enabled employee visibility for touchpoints.

What’s the difference between close-out notes and template responses?

Template responses are what you fill in during the meeting - they’re the structured record of the conversation. Close-out notes are your private wrap-up thoughts written after the fact, encrypted at rest, and visible only to you and the manager. If you’ve enabled employee visibility, the employee sees the template responses only - never the close-out notes.

Can I edit a touchpoint after completing it?

No. Completing a touchpoint locks it. The record, responses, action items, and signals all become read-only. If you need to add a note after the fact, the best option is to open the next touchpoint in the chain and note it there.

Can I have different templates for 1-on-1s and team meetings?

Yes. Templates are specific to a kind. Your 1-on-1 templates only appear when scheduling a 1-on-1; standup templates only appear for standups. You can have multiple active templates per kind and choose the right one at the time of scheduling.

We’ll add common questions here as they come up.