The Mentorship Notes feature provides a private, collaborative space for mentors and mentees to document insights, track progress, and list action items throughout a mentorship.

Functionality

The following sections describe how to manage notes within an active mentorship.

Add a Note

Mentors and mentees can add notes when the mentorship status is "active".

1. Select Add note in the activity feed header.
2. Enter content in the rich-text editor.
• Minimum requirement: Notes can't be empty, and have a maximum limit of 1,000 alphanumeric characters.
3. Select Save.

Upon a successful save, a "Note added" notification appears. The system sends an email notification to the other participant.

View Notes

All participants can view notes added by the mentor or the mentee.

• Notes appear in chronological order within the activity feed.
• The activity feed integrates notes alongside events such as requests, responses, and task completions.
• Notes remain accessible even after a mentorship relationship ends.

Edit a Note

Users can only edit notes that they have authored.

• Availability: Note editing is only available while the mentorship is active.
• Deletion: The system doesn't support note deletion. Users can only modify existing content.
• Timestamps: When a user modifies a note, a "Last edited" timestamp appears in the bottom left of the note panel for both parties.

User Experience and Navigation

Specific UI elements track progress and organize mentorship content.

Activity Feed Tab

When enabled, the activity feed includes two tabs:

• All: Displays all mentorship events, including notes.
• Notes: Displays only note events.

Badge counts indicate the number of items in each tab. If the feature is disabled, only the "All" tab appears without note functionality.

Getting Started Task

An "Add your first note" task appears in the Getting started phase for mentors and mentees.

• Visibility: This task is visible only for active mentorships where the user hasn't yet added a note.
• Tracking: Mentors and mentees track this task independently.
• Completion: The system marks the task complete automatically after the user adds the first note.

Adding a Note

To add a note, select Add note in the activity feed header. This button appears only when a mentorship is active. Selecting the button opens a side panel that contains the following elements:

• Rich-text editor: Use this area to enter and format note content.
• Visibility banner: This banner indicates that the note is shared only between the mentor and mentee.
• Character counter: This counter tracks the 1,000-character limit.
• Cancel and Save buttons: These controls manage the entry.

The Save button remains disabled if the note is empty or exceeds the character limit. Hovering over the disabled button reveals a tooltip with a detailed explanation.

Upon successful save:

• A "Note added" success notification appears.
• The note appears in the activity feed.
• The system marks the Add first note task as complete if this is the participant's first note.

Viewing and Editing

Each note entry in the activity feed displays the author’s name and the creation date.

• View a note: Select View to open a note in read-only mode. This option is available for all notes.
• Edit a note: Select Edit to modify a note. This button is available only for the author's own notes and only while the mentorship is active.

The edit mode provides full rich-text capabilities and enforces the same 1,000-character validation. If the note was previously modified, a "Last edited" timestamp appears in the panel.

Email Notifications

The system sends an email notification to the other participant when a new note is added.