Uptick includes a notes feature as a place to save information to assist with completing performance reviews.
Notes are private by default. They can be added directly on the notes page, or via a saved comment within your 1:1 or on the My 1:1s page. On the Notes page, notes can be tagged according to the correlating review topic.
- Click on Notes in the left-hand navigation (on mobile, the 3-line icon in the top left corner). Any notes you have saved from a 1:1 will appear at the top, untagged.
- To add a note, click the (+) Add a Note link in the top right.
- To tag a note, click the Add a Tag button in-line with the note and choose a topic from the default list that appears.
- To edit or delete a note, click on the note itself and these options will appear on the far right.
Tooltip: You can set up reminders to help you get in the habit of writing regular notes.