Step 1
If you want to start a new review, open Teamflect's Reviews module by using the left navigation bar.
Step 2
Click the "New Review" button located at the top right of the screen and select one of the options below.
Step 3
When the pop-up window opens, first write the "Review name" and select the template, following reviewees. The templates you see here are the templates created in the Teamflect admin center. Then select the period under review.
Step 4
If you want to use a different template, you can ask the Teamflect administrators in your company to create a new type of template. If you do not know who is a Teamflect administrator in your company and you want to learn about it, you can check our article.
If you have a note to reviewees, you can add these notes to “Notes to reviewees” section.
Step 5
Choose the reviewee’s and reviewer’s due date and choose a due date to finalize.
Step 6
You can click “Create” button to start the review.
