You can add recipients when you are making the original request AND you can add recipients after you have sent out the request. (Which is great in case your forgot to add someone earlier).
When creating a request, you can do this by just entering the name of the person to the "ask" list. Once the request has been sent out, you'll need to click on More Actions --> Edit respondents.
Archive Past Feedback
Once you have completed and processed the feedback, you can archive the feedback. You will still be able access the feedback, but it won't be in your direct view. This can be for feedback that is no longer relevant or just older feedback that you would like to clear from your inbox.
Browse and Make Templates
If you are struggling with what to ask, you can browse some of our templates and you can mix and match the questions that you like. This article goes into detail about how you can customize these questions/templates.
You'll also have the ability to dismiss a request for feedback. Dismissing a request moves the feedback request outside of the inbox and into the Archived section. This will only be archived for you (not the rest of the respondents). However, the request could still remind you to complete the feedback and it will reappear in your inbox.
Edit respondents allow you to change the respondents after the request has been sent out. Primarily this is used to add or remove people from the request.
If someone has already respondent to the request, there will be a lock icon (🔒 ) icon next to their name and you will not be able to remove them.
Export as CSV
Under More Actions, there is an option to Export a CSV of the feedback results for analysis, etc.
Once imported into your data analysis system, it may look something like this.
There is also an option to Print feedback. This can also be found under the More Actions tab.
This is an example of what the feedback would look like in Print form.
If you've put together a group of questions in a feedback form that you really like, you can click Re-use questions and send out those questions again.
It's easy for things to slip through the cracks and get forgotten. If someone has not completed your feedback request, you can give them a gentle reminder via email or Slack.
Share with Others
Share the responses to the feedback with someone else at your organization. This can be with your manager or direct report. The respondents will be able to see who the feedback is shared with.
You can do this in the original request by adding to the Share field or adding them after the fact with Edit respondents. Shared names will be purple.
When giving feedback, you will also see an option to Share responses directly with that person's managers. (in this case, Rachel is Randy's manager)
You can add links in your feedback request and have them be accessible right from the request! To do that you can copy and paste the link where you see fit in the questions section!
The link will then appear in blue and will be clickable and accessible from the preview and in the request sent to your colleagues.