The workflow for requesting feedback begins on your Homepage with the Feedback button. It is an easy to use 4-step process.
Clicking on Request Feedback option will pop open a window and takes you to Step 1.
Step 1 - Select the Feedback Type
You are to choose between 3 options:
- Own Your Growth and Development (Requesting Feedback for yourself)
- Check-In with Your Team/Group Feedback
- Get Feedback about Someone Else
We won't be covering Own Your Growth and Development and Get Feedback about Someone Else as those work-flows are self-explanatory. We'll focus on the Group Feedback Feature.
Let's say you picked the Check-In with Your Team option. You'll be taken to Step 2.
Step 2 - Select Your Participants
In Step 2, simply click into the Add People to search for and add your participants. The checkbox determines if you yourself are participating. After picking, click on Next.
Step 3 - Select and Add Questions
In Step 3, you're to add your questions.
There are three pre-configured questions (as displayed in the screenshot), and you can add as many or as few questions as you'd like. Clicking on Add Question will create a a small form you can add to.
Clicking Next will take you to the next step.
Step 4 - Send Invites
Step 4 of the wizard asks that you name and describe the purpose of this group request feedback. Now that everything is teed up, click Send Invites to get the ball rolling!
After sending the invites, you're all set! You are taken out of the 4-step wizard and back to your homepage. You'll also see a notification pop up near the bottom of your screen letting you know that the invites have gone out.
You'll also notice that a new item appears under Actions. You can click on Start to complete the feedback yourself (if you elected yourself to complete it back in Step 2, which is what we see in the below example.)
When you click into the group feedback action that you just set up, you'll be able to fill out the feedback!