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 book it, or Start for an informal check-in.

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.

Every scheduled touchpoint follows a two-step lifecycle: plan it first, then record it when the meeting happens.

Before the meeting (planning), you can review the template, build out action items, and set up the meeting link if it’s virtual. The form shows only the fields that matter at this stage.

When it’s time to meet, click Start on the touchpoint. The form switches to recording mode and the full set of fields opens up:

• 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 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. Close-out notes are visible to you and the manager only, never the employee.

Warning

Flight risk is only visible to you and the supervisor who conducted the touchpoint. 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.

For virtual meetings, select Virtual as the format when scheduling. A meeting link field appears where you can paste a Zoom, Teams, or other meeting URL. The link is included in the calendar invite email so attendees can join with one click.

Meeting links support any URL scheme, so https://zoom.us/j/..., msteams://..., and similar app-specific links all work.

Scheduled 1-on-1s have a Keep this private option right on the launcher, so you can mark a sensitive meeting private before it’s even saved. Once inside the touchpoint, every 1-on-1 and informal check-in has a Private toggle on the form.

Privacy controls who can see the record:

• Private turned ON - only you (the person running the touchpoint) and the manager can see it. Other supervisors won’t see it in the list or in the employee’s touchpoint history, and the employee never sees it. A private scheduled 1-on-1 also suppresses the calendar invite, even if calendar invites are turned on.
• Private turned OFF (the default) - the touchpoint is visible to the other supervisors on that person’s team, along with the manager. The employee can see it too, if you’ve turned on employee visibility in settings (and even then, only the template responses, never your close-out notes or signals).

So an off toggle does not mean hidden - it means the record is shared with the team’s supervisors in the normal way. Turn it on only when you want a 1-on-1 to stay between you and the manager: a sensitive topic, or a performance conversation you’re not ready to involve the wider team in.

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 recording mode. Write down what you discussed, capture any signals, add action items, and complete it when you’re done.

An informal check-in never emails the employee - it’s simply your record of a conversation that already happened. You can mark it Private using the toggle on the form, which is handy when the check-in touches on something sensitive.

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.

Multi-team meetings. Formal team meetings can span multiple teams. When creating one, you can choose All teams to include everyone, or select specific teams. The attendance roster is built from whichever teams you pick.

Scribe. Team meetings (standups and formals) can have a scribe - someone designated to take notes during the meeting. The scribe can fill in template responses, agenda notes, and close-out notes, but can’t change the meeting setup (who’s involved, which teams, or privacy). Assign a scribe when scheduling, or leave it blank if you’re taking your own notes.

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 you check Create task automatically when adding an item, mizuiro creates a linked Task right away and emails the assignee. If you skip that, you can always convert it to a Task later with one click from the touchpoint’s show page.

At the bottom of any touchpoint form, there’s a What’s next section with a date picker for scheduling a follow-up. Set a date and when you save, mizuiro 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.

For scheduled 1-on-1s, standups, and formal meetings, the follow-up sends a calendar invite to everyone involved so the date lands on their calendar. For informal check-ins, you’ll get a personal reminder email with a .ics file - no one else is notified.

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.

Each touchpoint records this setting at the moment it’s 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?

If employee visibility is on, the employee can see wellness, capacity, and engagement signals on their touchpoints. Flight risk is the exception - it’s visible only to the supervisor who conducted the touchpoint and to managers.

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 wrap-up thoughts written after the fact, encrypted at rest. If you’ve enabled employee visibility, the employee can see both template responses and close-out notes on their touchpoints.

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.

Note

How to read this: ✓ can see it, ✗ can’t, ○ depends on a setting or condition (explained under the table). As a manager, you always see everything in your company.

• ○ Supervisor: scope-dependent. In shared scope, supervisors see all touchpoints except private ones conducted by someone else. In assigned scope, supervisors see only touchpoints they conducted or that involve their team members, and never another supervisor’s private touchpoints.
• ○ Employee: their own touchpoints only, never private ones, and only when “let employees see their touchpoints” was on at the time the touchpoint was created (a Touchpoints setting). When visible, the employee sees template responses, close-out notes, signals, and action items.
• Flight risk: visible only to you and the supervisor who conducted the touchpoint. Other supervisors and employees never see it.