How to Use Private Notes

You can take private notes about any coworker. They can be personal notes (strengths, hobbies, etc.), items for future discussion, or notes for your next 1-on-1.

You can add Private Notes for your own reference about anyone at your organization. Private notes are visible to you only. No one else, not even Admin users of Quantum Workplace, can view your Private Notes. 

You can add or edit private notes about any coworker via their profile or from within a 1-on-1 with that coworker. You can also add Private Notes about your direct report from their Snapshot

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Refreshed Layout

How to Update Private Notes from your Direct Report's Snapshot

Managers can write and edit Private Notes about their employee from the employee's Snapshot. To access your direct report's Snapshot, first click on their avatar under the Your Team heading on your Home page. Then, click the Snapshot icon. 




Next, click the Private Notes tab. 

Click New Note to add a new note. Type in a title and text for your note, then click Save

How to Add a Private Note from within a 1-on-1

From within your 1-on-1 with any coworker, you can click the Notes button from the bottom left corner to add a Private Note about that coworker. 
Accessing Notes from within a 1-on-1

Clicking Notes will open your  coworker's Snapshot to the Private Notes tab. From this tab  you can add private notes for each of the prompts included on the 1-on-1 or miscellaneous notes under General Notes. Click Saves Notes

How to Update Private Notes from your Coworker's Profile

You can add private notes about any coworker via their profile page. 

  1. Search for your coworker to view their profile.
  2. Click the actions menu (the vertical ellipses) below your coworker's avatar and select Private Notes.



  3. Click the New Note button to add a private note. 
  4. Enter a title and text for your note and click save. 

 

You can edit any existing note by clicking on the note to open it. Then update the text of your note and click Save.



Original Layout

How to Update Private Notes from the Employee's Profile

  1. Search for the employee to view his/her profile.
  2. Click the Private Notes button in the top right corner. 
  3. To create a new note, click the New Note button. 
  4. Enter the title and text for the note of your note and save. 

You can edit any existing note by clicking it and adding your edit. 




To Add a Private Note from within a 1-on-1

From within your 1-on-1 with a coworker, you can click the Notes button in the bottom panel to add a Private Note. 
Notes 1-on-1

From the Private Notes tab, you can add notes about the topics on the 1-on-1 or miscellaneous notes under General Notes. 



How to Update Private Notes from Snapshot

Managers can update Private Notes about their employee from the employee's snapshot. To access Snapshot, click the Snapshot icon (located on the employee's profile card or their profile page.)

Next, click the Private Notes tab. Click New Note to add a new note.