As an employee, you can create Feedback templates to use when requesting Feedback from colleagues.
In this article:
- Overview
- Requirements
- Access Personal Feedback Templates
- Create a Personal Feedback Template
- Copy & Adapt an Organization Template
Overview
As an employee, you can create Feedback templates to use when requesting Feedback from colleagues. Learn how to request Feedback.
Create a template to write custom questions that can be saved for repeated use in the future. Feedback templates for user-initiated Feedback can only be used by the creator.
This article refers to Feedback templates created by users for user-initiated Feedback cycles. Learn more about admin-created Feedback templates for admin-initiated cycles.
Requirements
- Available to organizations with user-initiated Feedback enabled
Access Personal Feedback Templates
To access Feedback templates you have created:
- Click Feedback in the left-hand navigation menu
- Click Your Templates in the top-right
Create a Personal Feedback Template
To create a personal Feedback template:
- From the Feedback homepage
- Click Your Templates in the top-right
- Click New Template in the top-right to open the New Feedback template modal
- Enter a name for the template, and click Save and Continue to navigate to the template creator
- Click the + icon to expand a menu
- Click Add Custom Question
- A. Question Type: Use the drop-down menu to select the question type, learn more about Feedback question types
- B. Required: Toggle whether a response is required to submit the Feedback
- C. Question Text: Enter the question text as it appears to participants
- D. Add from Library & Dynamic Names (Optional):
- Click Add from Library to browse and add best-practice questions
- Click [x] to dynamically add a field to display a participant's name in the question
- Configure the question and click Add
- Repeat steps 4-6 as necessary
- Click Finalize & Activate
- Optionally, click Preview Template to verify and confirm the template before activation
Draft Mode
A template is in Draft Mode while the template is in-progress, before activation.
As you configure the template, progress is automatically saved, allowing you to resume later before activation.
Deactivate a Template
Once a template has been published and activated, you can return to the template and deactivate the template to remove it as an option for user-initiated Feedback.
Once deactivated, the Feedback template can be edited and reactivated again.
To deactivate a template:
- From the Feedback homepage
- Click Your Templates in the top-right
- Click Edit for the corresponding template to navigate to the template creator
- Click Deactivate
Copy & Adapt an Organization Template
Admin-created templates at the organizational level can be used as a starting point for your own Feedback templates.
To copy & adapt an organizational template:
- From the Feedback homepage
- Click Your Templates in the top-right
- Click and navigate to the Organization Templates tab
- Click Copy corresponding to the template to be copied
- Optionally, click Preview to view the template's questions
- Enter a name for the new copied template, and click Save to navigate to the template creator
- To edit an existing question:
- Click a question's corresponding ⋮ icon to expand a menu of options
- Click Edit
- Edit the relevant question details
- Click Save Changes
- If a warning for Questions Trending appears, click Create New Question
- To add a question:
- Click the + icon
- Click Add Custom Question
- A. Question Type: Use the drop-down menu to select the question type, learn more about Feedback question types
- B. Required: Toggle whether a response is required to submit the Feedback
- C. Question Text: Enter the question text as it appears to participants
- D. Add from Library & Dynamic Names (Optional):
- Click Add from Library to browse and add best-practice questions
- Click [x] to dynamically add a field to display a participant's name in the question
- Configure the question and click Add
- Click Finalize & Activate