Edit an Existing Continuous Feedback Session as a Project Team Lead/Owner/Admin
Project Team Leads, Team Owners, and Administrators can edit an existing feedback session on the Continuous Feedback tab of the Project Team screen.
On the Continuous Feedback tab of the Project Team screen, Project Team members can edit sessions they created for themselves, Project Team Leads and Team Owners can edit sessions for any team member. Administrators can edit any session.
To edit an existing continuous feedback session as a Project Team Lead/Owner/Admin:
- Click or .
- On the Project Teams screen, in the Project Name column, click the project whose team members you want to access.
- Click the Continuous Feedback tab.
- Click the drop-down arrow next to the member whose session you want to edit.
- Click the icon in the Action column for the session you want to edit.
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Update information in the following fields:
Option Description Subject Edit the purpose of the feedback session. Date Select a new proposed date for the meeting. Time Select a new time for the proposed meeting. Meeting Reason If desired, select a reason for the feedback session from a list pre-defined by an administrator. Other Participants Click the Select button to select participants other than the employee and Project Team Leader. You can only add participants when a session is first created, or still in Pending status. After the session is accepted, you cannot add additional participants. Progress If desired, update the progress indicator for the session or for a goal or task that came from the session from a list pre-defined by an administrator. Notes Enter a message for the other party. Upload Attachment Click Browse to find a file you want to associate with this feedback session. - Click Submit to save changes.
- Click the View All button to return to the My Project Teams screen.
Parent Topic: Continuous Feedback Tab of Project Teams