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Learn how to use notes to keep track of personal or company-wide information

Updated over a week ago

With the notes feature, you can add notes for yourself, your managers, or the whole business. You can even notify team members about these notes to make sure no one misses them.

First, click the notepad icon at the top right.

Click on description

In the sidebar pop-up, select whether you want the note to be visible for yourself only, managers only, or the entire company. Then, click Add Note.

Click on My NotesAll ManagersEntire Company

Once you've added your note, click Save.

Click on Save

Then you will see the options change to Save, Notify, and Delete.

Click on Notify

If you click Notify, you can select who is notified about the note by role type or by individual user. When you've selected, click Submit.

Click on Submit

The note will now show under the section you put it in and will be visible to all team members in those sections. Notifications will also be sent to those you selected.

Click on Notes

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