Notes

This guide provides step-by-step instructions on how to create and format notes in the Sounding Board platform. It explains the importance of formatting notes for clarity, organization, accessibility, retention, communication, professionalism, progress tracking, and adaptability. It also covers how to share and view the created notes. By following this guide, individuals can optimize their note-taking process and derive maximum value from their notes.

Interactive Walkthrough

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Written Walkthrough

1. Navigate to https://coaching.soundingboardinc.com and log in.

2. Navigate to the “Notes” section on the left-hand navigation panel.

3. Click on "+ ADD NOTES"

4. Add Notes

Fill in some details, prior to adding the content of your notes -

• Notes Name - Choose a descriptive title for your notes that distinguishes them from others. This name should succinctly summarize the content or purpose of the notes.
• User * - Associate the notes with a specific user to ensure relevance and context. Select the user profile these notes relate to, providing clarity on who the information is about or for.
• Notes Type* - Categorize your notes based on their nature or purpose. Two primary types are available:
  • General Notes - These are fundamental notes that are relevant across various contexts and sessions. They provide broad information or insights applicable to the user or topic.
  • Session-Specific Notes: You can select the date of a past session to associate the notes with that particular session. This categorization allows for a more granular organization of information, making it easier to track progress or developments over time.

Note: Any field with an asterisk is required.

5. Add Notes

While composing a message, you have the flexibility to utilize formatting for better presentation. Add your notes.

💡 Tip: Notes Tips and Suggestions

• Clarity and Organization: Well-formatted notes make it easier to understand and organize information. Clear headings, bullet points, and formatting techniques such as bold or italicized text help differentiate key points, instructions, action items, and summaries.
• Accessibility and Retrieval: Proper formatting enhances the accessibility of notes by making them easier to read and navigate. Users can quickly locate relevant information when it is well-structured and organized, saving time and effort.
• Retention and Comprehension: Structured notes facilitate better retention and comprehension of information. By using formatting techniques to emphasize important details, highlight key concepts, and break down complex ideas into digestible chunks, note-takers can enhance understanding and memory recall.
• Communication and Collaboration: Formatted notes improve communication and collaboration between users. Consistent formatting standards ensure that everyone interprets the information uniformly, reducing the risk of miscommunication or misunderstanding.
• Professionalism and Impressions: Neat and well-formatted notes reflect professionalism and attention to detail. Whether shared with peers, supervisors, or clients, organized and visually appealing notes create a positive impression and convey competence and professionalism.
• Tracking Progress and Accountability: Structured notes enable mentors, mentees, coaches, and coachees to track progress, set goals, and monitor accountability effectively. Clear formatting helps delineate action items, milestones, and outcomes, facilitating ongoing assessment and evaluation.
• Adaptability and Flexibility: Properly formatted notes are adaptable and flexible, allowing for easy updates, revisions, and additions as needed. With a well-defined structure in place, note-takers can modify and expand their notes over time without sacrificing clarity or coherence.

Overall, formatting is essential for effective note-taking in mentoring, coaching, and similar contexts as it promotes clarity, accessibility, comprehension, collaboration, professionalism, progress tracking, and adaptability. By implementing consistent formatting standards, individuals can optimize their note-taking process and derive maximum value from their notes.

6. Add Notes

You have the option to share your notes with the User* you associated these specific notes with. If you would like to share these notes -

• Click the "Give user access to view note" checkbox.

Note: If you do not want to share these notes with the other user, leaving this box unchecked will mean they are private and only you have access.

7. Add Notes

When you are done with your notes and ready to save them -

• Click "ADD"

If you chose to share these notes with another user, confirm you want to continue, add the notes and share with the user -

• Click "YES"

8. View Notes

You can view and edit notes anytime after adding them. To do so, Navigate to the Private Notes or Shared Notes tab, whichever is applicable, and locate the notes you would like to view -

• Click "View" and if needed make any needed edits, and
• Click "SAVE"

💡 Tip: The Shared Notes tab will show not only the notes you have created in the system, but it will also show any notes that have been created by other users and shared with you.

🚨 Alert: If you are a coach in the system, you can also access your coachees' notes through their Profile. This will only display that user's notes, and you can also add notes from here following the above steps.