Transferring 1:1 workspace history

Transferring 1:1 history from one manager to another takes just a few steps.

How to transfer 1:1 history in Perform

1. Click the 1:1 workspace whose history you’d like to transfer.
2. Click the ellipsis button in the top-right corner of the screen.
3. Select “Transfer workspace” from the dropdown options.
4. The below pop-up will open, asking you to select the user to remove and user to add.
5. Confirm by clicking “Transfer.”

For more on transferring 1:1 workspace history, watch this short video walkthrough.

Additional support

• What are workspaces in PI Perform?
• How can I set Goals and OKRs in PI Perform?
• How does PI Perform’s Asana Integration Work?
• What is Coaching and FeedbackAI in PI Perform?
• Adding Behavioral Insights to PI Perform

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