Taking private notes about a colleague or direct report

Users may want to leave a private note about a direct report / colleague to be used as information for a later review. 

If you wish to make a private note about a colleague, navigate to your Home dashboard, click on the person for whom you wish to take a private note and then select 'Actions' > 'Take private note'. The private note will have the same format as instant feedback.

A further option for taking a private note is directly via the Instant Feedback module. There you can select 'Actions' and 'Take private note' at the top of the screen. Private notes are only visible to the writer.

You can find any private notes you've left about someone by searching their name in the search bar in the bottom left corner of the screen and there, navigating to the tab 'Instant Feedback'. Another possibility to find all the private notes you have taken would be to filter with a Quick-Filter by 'Your private notes' in the Instant Feedback module.