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.
🚨 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 |
Note taker's manager | Filter notes based on the manager of the note taker |
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:
1. Note Details:
The Recognition Details tab provides access to detailed recognition records across your organization. Here, you can review information such as recognition dates, senders, recipients, badge types, recognition messages, comments, likes, and other related details.
This page helps you audit recognition activity, understand the context behind recognitions, and explore individual recognition interactions in greater detail.
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 |
2. AI Analysis
The AI Analysis tab allows you to generate AI-powered insights from your notes data. You can create an overall summary of the selected notes or ask specific questions using natural language. The AI analyzes the notes included in your report and highlights key themes, trends, discussion topics, and other observations to help you better understand employee conversations, coaching records, and meeting outcomes.
📌 Note: AI-generated responses may contain inaccuracies. Always review and validate the output before using it for decision-making.
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.