When it’s time to meet with your team member, you can pull up the event page to take detailed notes.
Navigate to the event page via your coachee’s Profile and click on the blue Meeting notes button, or simply click on the event from your Calendar.
During a meeting with your coachee, you can simply type out any notes or details you’d like to keep track of. Once you’re finished, make sure to click the green Save meeting notes at the bottom of the event page to ensure your notes are properly recorded.
Classroom visits work similarly to meetings, with the biggest difference being that instead of an open note taking template, you can take time-stamped notes.
Each time you hit the ‘Enter’ button, a new line of time-stamped notes will be recorded and displayed on the event’s page.