Teamflect allows you to capture shared, real-time notes directly under each talking point in your meetings. Whether you’re preparing beforehand, documenting during, or reflecting after, this feature ensures key details remain visible, structured, and accessible to all participants. Shared notes promote alignment, accountability, and continuity across meetings.
How to Take Shared Notes in Teamflect
Step 1: Access the Shared Notes Section
During a Meeting:
1. Open the Teamflect app and go to the list of talking points.2. Click Add a Shared Note under the relevant item.
Before or After a Meeting:
Go to the Meetings module in Teamflect.
Open the relevant meeting record.
Select the talking point and click Add a Shared Note.
Step 2: Add and Format Notes
Use shared notes to capture:
Action items
Follow-ups
Observations
Key takeaways
You can also format notes for clarity by:
Bold or italicizing key terms
Adding clickable links to external documents
This improves readability and ensures participants can act on what’s captured.
Step 3: Notes Save Automatically
There is no need to hit a save button — your notes are stored in real-time. Even if you navigate away or close the app, your notes remain safely captured.
Step 4: Access Notes in the Notes Module
After the meeting, shared notes are:
Linked to the original meeting record
Organized in the Notes module by meeting and participant
Always tied to the specific talking point for context
HR Use Cases
1. Performance Check-In Documentation
Managers and employees can align on goals and progress, with shared notes visible during future reviews.
2. Manager Development Support
HR teams can monitor recurring issues or patterns across 1-on-1s by reviewing shared notes when needed.
3. Audit Trails for Sensitive Conversations
Shared notes provide an organized, time-stamped record of past discussions for escalation, follow-up, or coaching.
Final Thoughts
Shared notes in Teamflect help teams retain context, improve accountability, and strengthen collaboration. Instead of scattered personal notes, all participants can rely on a centralized, structured record of discussions and outcomes.
Encourage teams to use shared notes consistently in 1-on-1s, performance conversations, and cross-functional meetings to institutionalize memory and support long-term growth.