How do I add a note and set a reminder alert to my feedback?
It's possible to add notes to your feedback results. This can be useful in terms of communicating with your team members. It can also serve as memory support.
Step 1: Feedback inbox
Click on 'Reporting' at the sidebar and go to 'Feedback inbox'.
Step 2: Feedback item
Go to the feedback item you want to add a note to and make sure your date selection and report is correct (to prevent you from searching for a specific feedback result under the wrong date selection or report) and then click on the feedback result.
Step 3: Notes
Once you have the feedback item open, you will see a few options you can choose from concerning feedback actions. The one we are interested in, 'Notes', allows you to add a note to the feedback item.
To add the note, fill in your text in the text area and click on 'Save'.
If you also want to add followers to let them know you have added a note click on the (+) button to add a team member. They will be notified by email. You will see a single line to type a name.
Set a reminder for a note
It is possible to set a reminder for a note that needs a follow-up. This can be done by pressing the ellipsis to open the menu and clicking on ‘Remind me'. Here you can set a date and a time. An email will be sent to you on the chosen date.