Adding Notes

You may add notes to your engagements through the mobile app. From one of your engagements follow these steps:

  • From inside your Engagement click on the Notes tab. 
  • Click on the add Note plus sign.
  • Type in your Note and click Add Note.

Your note will appear in the notes panel. Click on it to view the note.

  • You may also click the three dots "..." to edit your note.

Please Note: When a note is first created, it is automatically private. You must share it with a recipient in order for them to view it. 

 
 

Sharing a Note

  • From inside your Engagement select a Note or create a new one.
  • From the more options menu "..." click Share Note.
  • Search for a user and click Share Note again.

 

 
 

Did this answer your question?