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How do I add a note to my feedback?

How do I add a note 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.

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.

After a note has been added the feedback item is updated with a notes icon image-20240913-094337.pngin the inbox overview.

It is also possible to filter on items with or without notes. For more information see How do I search in my feedback results? | J. Notes.

Video Walkthrough

 


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