Adding Notes

You may add Notes to your Engagements through the mobile app. Go to one of your Engagements and 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.

 
 

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