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How can I edit the default feedback templates?
How can I edit the default feedback templates?
Livia avatar
Written by Livia
Updated over a week ago

You can view all the available feedback templates that can be used by end-users and you can configure them.

To change the default feedback templates, please go to Teamflect Admin Center

Find "Modules" on the left navigation bar and click the "Feedback" tab.

When the page opens, click "Customize feedback templates".

When you click this button, you will see all the feedback templates that are available to your end-users.

You can either edit the existing ones or click the "+ Add new template" button, which is located at the top left of the screen, to create a new feedback template.

Click the "+ Add new template" button to create a new template. Once clicked, you will see a new pop-up window where you can enter the details about your new feedback template.

​Add a title. This title will be visible inside the Teamflect application, so it is a good idea to choose a self-explanatory name. The title you specified will appear as follows when the new feedback pop up opens.

Add a description. This description will be visible inside the Teamflect application.

Choose the template type before proceeding to the next step. When you click the "Template type" drop-down option, you will see 5 different options

  1. Default: Feedback templates with this type will be available to everyone in your company

  2. Official feedback templates of this type can only be given by Teamflect administrators. Non-administrator users will not see this template name as an option.

  3. Manager to direct report: Feedback templates with this type will only be visible if a manager chooses his or her direct report as the feedback receiver.

  4. Direct report to manager: Feedback templates of this type will only be visible if a direct report chooses his or her manager as the feedback receiver.

  5. Self-assessment: Feedback templates with this type will only be visible under the self-assessment option.

Once your selection is complete, you can start structuring your Feedback template by adding sections and questions to the template. Multiple questions of various types can be included inside a single section. To do so, use the "Add New Section" button:

To get started, click the "Add new question" button to add a new question.

When you click the "Add new question" button, a new pop-up window will open, which will allow you to enter the question details.

Currently, Teamflect supports five different question types.

  1. Freeform

  2. Multiple choice

  3. Rating

  4. Ranking

  5. Likert Scale

From the boxes below, you can choose whether to allow more than one answer, whether it is mandatory to answer this question, and whether you want additional comments.

You can always add a new section to your question sets:

Click on "Add new section" to add the other sections. This will allow you to add new questions to the other sections included in your template:

After you finish adding all your questions, click "Create." Your new feedback template, "Project management skills" in our example, will be visible inside the Teamflect application.

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