Adding & editing review templates

Before you get started

Be aware that in order to use reviews in Worknice you need to have the review add-on.

Getting Started

Navigate to the Performance section on the left hand menu.

Adding new review templates

1 - Click the Add Template button to create a new template.

2 - Give the template a name, this will create an empty template.

3 - Under the Reviewee section (using the tabs at the top of the template) add your questions. Be sure to check the required configuration if necessary.

4 - Add in the instructions for the reviewee

5 - Repeat 3 and 4 for the Review section

Edit existing review templates

1 - Click the template you wish to edit.

2 - Edit instructions, delete questions or add questions as required.

3 - You can change the name of your template by clicking the Edit button in the details card on the right hand information area.