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.