Often when submitting feedback, we would like a dedicated space to remember details about another user for future reference. Whether it be a direct report, or a peer, the Note to Self feature within Feedback allows you to create private notes about others that you can later refer to when completing reviews.
Before you start
Any Notes to Self are only visible to the author of the note and will only appear for the note's author in the context panel of reviews for the user the feedback is about.
Learn more about the feedback tool, and how to give, request feedback, or leave a note to self.
View a Note to Self in a Review
Notes to Self are especially useful when completing a review. You can refer to a Note to Self in a review by accessing all feedback in the context panel.
As a Manager:
Step 1: In the Your stuff tab, select the review for the appropriate individual beneath Direct Reports.
Step 2: In the context panel to the right, select Feedback within the drop-down.
When Feedback is selected, any Notes to Self created for this user by the author of the note will appear in yellow.
As a Peer:
Step 1: Beneath Peers, select the individual you are writing a review for.
Step 2: In the context panel to the right, select Feedback within the drop-down.
When Feedback is selected, any Notes to Self created for this user by the author of the note will appear in yellow.
