Add content to a performance activity

Once you have created a performance activity, you can start adding the required content.

To add content, follow these steps:

  1. Select the Content tab.
  2. Click Add section to add as many sections as you require. Alternatively you can add a new section above a specific section by clicking the icon of three dots (three_dots(1)), then clicking Add section above.
  3. For each section, click the pencil icon (pencil_edit_icon), then give the section a name. Then click the plus icons (plus_box_icon) to add the responding participants and view-only participants for the section. Click Done to finish editing the section.
  4. Click Edit content elements to add content to a section.
  5. Click Add element, then select a content or question type from the dropdown list.
  6. Complete the required fields for the chosen question type.
  7. Optionally enter a Reporting ID if you want questions to be related and marked together (find out more on the Related questions page).
  8. Click Save.
  9. Repeat steps 5-8 to add more questions to the current section, then navigate back to the activity page using the breadcrumbs at the top of the page. Click Edit content elements for the next section, add the questions and content, and repeat until all sections have the required content.

If a question is marked as required then it needs to be completed to submit the section in which it sits. If a question is not mandatory then the section can be submitted without answering the question.

Note that participants will not be warned if they have not completed any optional questions when submitting a section.

If a section has more than one question you can change the question order by dragging and dropping each question. Hover your mouse over a question, and when the crosshair icon () appears in the top-left corner you can click and drag the question to its new position within the section.


Next steps

Get involved in the conversation about Performance management in the Totara Community.

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.

Join the Totara Community for more resources to help you get the most out of Totara. 


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