Mentorloop's Notes feature lets you capture key points, reflections, and action items from your mentoring sessions, and share them with your mentoring partner. This article covers how to use notes, the available templates, how to link notes to meetings, and how sharing works.

Why should I take notes in my mentoring sessions?

Note-taking is one of the most straightforward ways to get more out of mentoring. It helps you retain what you discussed, track your progress over time, and arrive at each session with purpose. Practically speaking, notes help you to:

• Capture key discussion points before they fade
• Reflect deeply and surface fresh insights after each session
• Give — and receive — more meaningful feedback
• Hold yourself accountable to actions and goals
• Clarify your thinking and plan next steps
• Build a record of your development over the life of the relationship

Read more about the benefits of note-taking in mentoring on the Mentorloop blog.

What note templates are available?

Mentorloop includes built-in note templates to help you structure your sessions from the start. Rather than opening a blank page, you can choose a template that fits the type of session you're having and fill it in as you go.

The available templates are:

• First meeting agenda — covers setting your rules of engagement, introducing yourselves, sharing goals, and agreeing on next steps.
• Goal setting prep — guides you through brainstorming, classifying, and prioritising your mentoring goals.
• General meeting agenda — a flexible structure for regular check-in sessions.
• Mentoring reflection — prompts you to reflect on the relationship, what you've learned, and how to close well.

How do I link a note to a meeting?

Notes become most useful when they're connected to a specific meeting. You can attach a note directly when scheduling a new meeting, or link an existing note to a past or future meeting at any time.

When scheduling a meeting from your loop, you'll see an Add note option in the meeting creation form. Toggle this on to create a note that's attached to that session, it'll appear in your loop alongside the meeting for easy reference.

How does note sharing work?

By default, notes are private to you. You can choose to share a note with your mentoring partner at any time using the Share option within the note. When sharing is on, your partner can read your note but cannot edit it. You can turn sharing on or off at any time.

Sharing notes is a great way to arrive at sessions aligned, your partner can review your reflections or agenda in advance, and you can both come prepared for a more focused conversation.

How do I get started with Notes?

Notes are accessible from within any active loop. To create your first note, open your loop, click Add note, and choose a template or start from scratch. For a full walkthrough, see the guide to creating notes in Mentorloop.