Notes
Notes are how you capture context between Meetings: observations, reminders, and moments worth recognizing. They keep coaching grounded in what actually happened rather than impressions.
Note types
Section titled “Note types”- Note: a plain note or observation.
- Task: an upcoming piece of work to follow up on.
- Commitment: something the person has committed to follow through on. This is the coaching term for a promise you can hold them to.
- Win: an achievement, success, or milestone worth recognizing.
Due dates and completion
Section titled “Due dates and completion”Tasks and commitments can carry an optional due date. Set it with the Due date button that appears once you pick Task or Commitment. You can also just type the date as you write: enter a phrase like “next friday” or “in 3 days” and the Due date fills in automatically, with the phrase highlighted in the note. Type a date on a plain note and it turns into a Task, since a due date needs a task to sit on. A due date that has passed and isn’t yet done shows in red with a warning icon, so overdue commitments stand out.
Every note has a control to check off, shaped to what the note is. A task or commitment gets a checkbox and reads completed, and its text is struck through once done. A plain note or a win gets a circle and reads discussed, and its text only fades back: a win is a record you keep, not a chore you finish.
Linking a skill
Section titled “Linking a skill”A commitment can point at the skill it advances. Add one with the Link skill button when the type is Commitment, and the note then links straight to that skill. Keep a commitment to one skill: if it spans several, split it into separate commitments so each stays specific.
Visibility
Section titled “Visibility”Each note has a visibility level so you control who can see it:
- Private: only you.
- Coach, Coachee, or Subject: only you and the person the note is about. Nobody else sees it, not even other coaches. The level is named after that person, so a note on your coach’s profile reads Coach and one on someone you coach reads Coachee. Use it with anyone whose profile you can open, whether or not you coach them, to leave each other notes for the next time you talk.
- Coaches: you and other coaches.
- Coaches & Coachees: coaches and the staff member themselves.
Notes live on a person, not a team. A team’s page instead rolls up its members’ open commitments, and each one still follows its own visibility, so you only see what you’re allowed to. See Team commitments.
Natural Language Writing
Section titled “Natural Language Writing”The note box picks up a few shortcuts as you write, so you can capture a note without reaching for the mouse. Type them inline, the way you would say them.
| Type this | What happens |
|---|---|
@name | Files the note against a person. A picker opens as you type the name; choose someone and the note is filed against them. Available when you add a note from the dashboard, where a note can go to you or anyone on your direct team. |
#type | Switches the note type. Type #task, #commitment, #win, or #note (the first letter is enough, so #t picks Task). The #type stays highlighted in the box while you write and is cleared when you save. |
| A date in plain words | Write the due date as you would say it, like “next friday”, “tomorrow”, or “in 3 days”. The Due date fills in for you and the words stay highlighted so you can see what was picked up. On a plain note this also switches it to a Task. |
Each of these feeds a control in the box (the person chip, the type tabs, the Due date), and once it has, its words are tidied out of the note when you save (the mention chip, the #type token, and the date phrase), so the saved note keeps just what you meant to write. They stay put while you write, since something you type later can replace it (a second date wins over the first), and only the final version is removed on save.
Where notes appear
Section titled “Where notes appear”You do not have to be someone’s coach to keep notes on them. Open any colleague from the People list, go to their Notes tab, and add a private note, visible only to you, to capture what you want to remember or raise the next time you talk.
Notes live on the person’s profile, where you review, edit, and delete them under the Notes tab. To change a note, double-click it (or use its Edit action) to reopen it, then retype it, change its type, or adjust the due date, skill, and visibility. Each note shows as a single row; use the Columns and Filters buttons above the list to bring the type, due date, creator, and other details back as sortable columns. They also surface across the app, starting with My Open Notes on your dashboard, which lists what is still open on your own profile, soonest due first, ready to mark off:
The Overview
Section titled “The Overview”A person’s Overview shows their open commitments, plus a short list of what they recently completed, so you can see both what is outstanding and their momentum without opening the full Notes tab. A team’s page shows the open items for its members, rolled up by person. For an organization-wide view, the Commitments report lists everyone with a meter of their open and overdue commitments (a person with nothing outstanding shows as caught up) and expands each person to their items.
The Relationships widget
Section titled “The Relationships widget”From the dashboard, jot a quick note against anyone you coach the moment something comes to mind. It takes seconds, and the note is waiting for you when you prepare the next 1-1 (see Relationships). To file the note against someone else without leaving the box, type ”@” and pick their name from the list that appears.
Recent History in a Meeting
Section titled “Recent History in a Meeting”While running a Meeting, the Recent History card lists notes in their own column, so the tasks and wins you captured are right there to discuss. The column covers both people in the Meeting, including the notes you have been keeping on the person you are meeting. Work down it as the conversation covers each item: a task or commitment gets ticked off and struck through, while a note or win is marked discussed and simply fades back. Click any note to read it in full, and one of your own to correct it; while the Meeting is running you can add a note for them from that column too.
