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Knowledge Base Article

How to add User’s Notes?

In this section, user’s notes can be added. To add notes, follow below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > User
2. At the user listing screen, select a particular user and click on ‘Notes’ tab.
3. To set up the skills, click on ‘Add note’ icon.
4. Enter the title of the note, description and Select the accessibility of the note whether public or private. Public notes will be visible to the person whom the note has been assigned. But private notes will not be visible to user to whom it has been assigned.

5. Select the status of the note and click save to add the note.

Public note visibility: Login from User’s account

1. Go to Full Menu > Performance review
2. At performance review screen, click on notes tab.

3. Click on note, to open it.
4. To comment, enter the comment and click on post new comment.