What is a note

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.

A note can be used to document key information from a phone call or live meeting or even to document any type of important information.

Notes can be attached to a contact or piece of work, to provide context (we even recommend they do!).

You may also choose to assign a note to a colleague if an action is required from them. Assigning a note to someone means it will be added as a to-do item for them, and they will also receive a notification in Triage.

To discuss the note with your colleagues, you can add comments.

Did this answer your question?