Notes

Notes

This card allows for easier internal communication linked to specific chats. Nothing in this card is visible to the person who chatted in.

Adding a Note

  1. Hit the "+" button in the top right corner of this card to add a note.
  2. Type your note in the pop-up modal and tag any additional users you want to include in the conversation
  3. Click "Add Note"

Responding to a Note

  1. Open the conversation you were tagged in by clicking the link in the notification, this will pull up the Note Details modal
  2. Click "Add Reply" to respond to the note
  3. Click "Resolve" if the issue is resolved, this will place a green check mark on the note
  4. Click "Delete Note" to delete

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