Save a Note (for myself) (Beta)

Overview

1. Why Save Notes?
2. How to Save Notes for Myself in Reflektive
3. FAQ

Why Save Private Notes for Myself?

Reflektive's Save a Note feature gives you a place where you can consistently capture private thoughts about how you handled a certain situation, your priorities, or other questions that you may have but want to discuss later. 

When Should I Save Notes for Myself:

• There's an assignment you want to sign up for, and you want to capture some details so that you can discuss in your next 1x1
• You did something really well, and you wanted to capture the win and learnings so that you can bring it up in your next review or check-in
• Something you worked on didn't go well, and you want to save yourself a coaching tip
• If you find yourself thinking "I wish ________ would do ________ differently."

If you notice a coaching opportunity for a colleague, we recommend that you use Reflektive to jot down your private notes about the situation, the behavior you’ve observed, and what behavior you’d like to see going forward. Then, deliver this feedback in person. 

Back To Top

How to Save Notes for Myself in Reflektive

Easily save private notes for yourself in the web app so that you can talk about it in your next 1x1. 

How to Save Notes in the Web App:

1. Log into Reflektive (http://reflektive.com/app)
2. Go to your Profile and then click on the blue Feedback button
   
   
   
3. Click on Save a Note and write your private note
4. Click "Save"

How to Save Notes in the Plugin:

1. Open up your email
2. Go to the email plugin (right side of your email)
3. Pull up your profile
4. Click on Save a Note and write your private note
5. Click Submit

How to See Saved Notes in the Web App:

1. Log into Reflektive (http://reflektive.com/app)
2. Go to the Home tab and the My Feedback tab
3. Pull up your profile
4. Scroll below the fold and click on the "All Feedback" drop down to filter to "Notes"

These notes will also appear for you when you're writing your self-assessment in a review or check-in. 

Back To Top

FAQ

• Why am I not seeing the option to save a note for myself?
  Save a Note (for myself) is a company-wide setting, and your Reflektive admin may have elected to not enable it right now. If it's something that would be helpful for your work, please talk to your Reflektive admin.

Back To Top

Print this Guide

Use this guide for reference or share it with your team by saving or printing this page. Right-click anywhere on this page to save or print. 

 [/print]