Note: Only Admins and Super Admins will have the ability to amend, create or schedule reviews
Amending a Charlie template
Happy with most of the questions but want to make some small tweaks or ask more questions?
You can do that by following these steps:
Navigate to the Templates tab in the Reviews section
Choose the template you want to edit
Click on the three dots next to 'Manage Template' and select 'Duplicate'
Edit the name and description
Choose how feedback will be collected: Reviewer, Reviewee, Or Peer Feedback
Edit/ add instructions and questions as needed and you're done!
The template can now be found under Custom Templates 🎉
And just like that, you are ready to go!