Notes on each engagement can be made through the coach or coachee. Each note is initially private, however, it can be shared with others.
Create Session Note
Session notes are a private way for you to take notes on a session in one easy place to find.
From inside your engagement select a Session.
Scroll down to the notes section.
Click Create Note.
Share a Note
Select a session and add a note or..
Click on the three vertical dots next to an existing note.
Select a user to share the Note with.
Create Engagement Documents
From inside an engagement select the resources tab.
Click Add Resource.
Select Create Document.
You may now add a document in our text editor specific to your engagement.
Share a Document
Go to your engagement resources.
Click on the three vertical dots next to an existing document.
Select a user to share the Resource with.