What Are Coaching Notes?

Managers and Co-Coaches can create Shared and Private Notes to document updates, takeaways, to-dos, and reminders from coaching Sessions.

Shared Notes are best used when transparency and collaboration are essential, whereas Private Notes are best for recording sensitive information and any other details that should have a limited audience.

Click through the links below to learn more about using Notes as part of your coaching motion:

• Create a Shared Coaching Note.

• Create a Private Coaching Note.

• Change a Note's Shared/Private designation.

• View Notes that have been shared with you.

• View Notes that you created.

• Supported file attachment formats for Notes.