In general, there are are two main scenarios in which you would create a feedback request - to ask about yourself or someone on your team.
These can be initiated in two places:
In the Feedback Section
In a 1-on-1
Other than the place where you start, asking for feedback from these 2 places is the same. So we'll break down the steps after the initial click of Create in the feedback section or Ask for feedback in the 1-on-1 section.
You'll then be prompted to complete a feedback card. This feedback card has several areas of information that you'll need to fill out.
Set Topic: Choose the context about for your feedback request.
Ex. I want to ask for feedback about someone on my team (their name)
Add Respondents: Choose who you would like to ask and who you would like to be able to see the responses. Note: don’t worry if you’ve forgotten someone or added someone who you weren’t supposed to - you can edit it even after the request is sent.
This is where you can specify whether or not you would like to gather anonymous responses
Add Subject: Give your feedback request a title so that both you and the requestee know what the request is about
Customize Questions: Add your questions! You can type your own questions or you can browse some templates. Check out this article for more details.
Click Preview & Send. You will be able to review your questions before you go ahead and send the request.
After the request has been sent:
Click on the card to see any responses that have been submitted. You will see who has completed your feedback request (or how many of the requests have been completed - ex. ⅘)
By clicking on the More Actions tab in the upper right hand corner you'll see more options to help with next steps
Cancel Further Responses
Share with _____
Re-use the questions