Peer Feedback: How to edit InForms and Note Templates

How to Edit InForms

1. Navigate to the Peer Feedback Workflow

2. Select the "Send Peer Feedback InForm" on the right of the team member you wish to connect withScreenshot 2025-07-15 at 3.43.07 PM
3. Here you can customize the send email template to change it to your liking and it will be automatically saved once you click away from it on any area of the settings (by default the InForm in the template is the peer feedback InForm but can be changed to another template)

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How to Edit Note Templates

1. Navigate to the Peer Feedback Workflow

2. Select the ... and click "Add Note" on the right of the person you wish to connect with

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3. Here you can select a preexisting template by clicking "Select Template"

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