The Notes section provides a centralized view of all 1-on-1 meeting notes and profile-based notes for team members. It allows managers and administrators to quickly review important observations, feedback, and action items without navigating through multiple screens.
From this screen, you can access a summarized view of each user’s notes, including the date created, type of note, author, and content. This snapshot helps you track employee development, reference past discussions, and support follow-up actions, while easily navigating to detailed notes when needed.
Note: Notes from meetings with more than two participants are not displayed in this section. Only 1-on-1 meeting notes and profile-added notes are shown.
Accessing your Tasks Reports
To get started on viewing the report for your Users Module:
Head over your Admin Center > Reports: https://admin.teamflect.com/#/reports
Click on the Notes Module:
Filtering your data:
Use filters to refine the data shown in your Notes Report.
You can filter Notes by:
Filter | Description |
Created Date | Shows notes based on when they were created |
Note taker | Filters notes by the user who created them |
Related Person | Filters notes associated with a specific employee |
Visibility | Shows notes based on who can view them |
Department | Filters notes by the employee’s department |
Location | Shows notes for employees at a specific office or work location |
Country | Shows notes for employees in a specific country |
Notes Report Sections:
All Notes:
Provides an overview of all notes entered for a user, including 1-on-1 meeting notes and profile-added notes. Displays key details such as note content, type, author, and creation date. This view helps track important feedback, review past discussions, and stay on top of user development in one centralized place.
Column | Description |
Last updated at | Shows the date and time the note was last edited |
Meeting start date | Displays the start date of the 1-on-1 meeting when the note was created |
Note taker | Indicates who created the note |
Related Person | Shows which employee the note is associated with |
Visibility | Displays who can view the note |
Note | Shows the content or summary of the note |
Note: Notes from meetings with more than two participants are not displayed in this section. Only 1-on-1 meeting notes and profile-added notes are shown.
Beneficial Use Cases
1. Track Important Feedback
Quickly access notes from 1-on-1 meetings or profile entries to review key observations, feedback, and action items for each employee.
2. Support Development and Follow-Up
Use notes to monitor progress on goals, coaching conversations, and development plans, ensuring consistent follow-up and accountability.
3. Enable Informed Discussions
Bring relevant notes into performance reviews, talent calibration, or coaching meetings to provide context and make conversations more productive and data-driven.