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.
First meeting? The agenda is already there
When you schedule your first meeting, Mentorloop automatically pre-fills the note field with the First Meeting agenda, no template selection needed. Just review, edit if you like, and save. See How to Create Notes for more detail on how this works.
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 form. The note is shared by default, toggle it off if you'd prefer to keep it private. Once saved, the note appears on the meeting card in your loop for easy reference.
Tip: refine your notes after the session
You don't need to have everything perfect during the meeting. Jot down quick points as you go, then return to the note afterwards to refine your thoughts, add reflections, and confirm any action items before sharing.
How does note sharing work?
Notes are shared with your match by default. Your partner can read your note but cannot edit it, only the person who created a note can make changes to it. You can turn sharing off at any time using the share toggle when creating or editing the note.
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.
Private notes
Any note where sharing is off is visible only to you. Use private notes for personal reflections, things you're still working through, or anything you're not ready to share yet.
How do I get started with Notes?
Notes are accessible from within any active loop. To create your first note, open your loop, select + Add note, and choose a template or start from scratch. For a full walkthrough, see the guide to creating notes in Mentorloop.