Project Dashboard: Notes
Project Dashboard notes allow you to communicate with your Client and other Firm team members easily. What’s the status of the project? Any news from the week? Any important sentiment to communicate regarding new candidates or the Client? Keep them all in one central location while using the visibility settings to share, or not, the updates with Clients.
Within a Project, click "Dashboard" from the Project Navigation menu.
At the bottom of the Dashboard screen, there is a Notes area. Click on the "+" icon to create a new Note.
In the Add Note window, you can select a Note Template and Type. There is also the option to attach a file. Notes can be emailed by clicking "Email Team" and/or "Email Client." There is also the option to toggle the Visibility settings on the Note on/off. Click "Save" when done.
Users can @ a team member or a client in a Dashboard note.
The note will automatically be made visible for all clients when one is mentioned (@) in the note.
Please Note: If a project is Hidden Internally then you will only be able to tag @ users that are Team Members on that project specifically.
If the client's notifications are turned OFF in this project then they will not be a selectable option. Hover your cursor over the grayed out client and a pop over will explain why you can not tag the client.
Users can link # an object (candidate, company, project or deal) to a note.
Once you begin typing a link in the Note, the objects will be split by their category. If you do not see your desired choice then clicking on the arrow at the end of the category will display the rest of your potential selections.
This feature is available immediately after you use the # to link.
The Mentions tab will display notes where the Project has been linked. In this case, the note has also been stored under Segun's person record since he has been tagged.
To edit a completed Note click the menu icon. Within this window you can Edit, Reply, Pin Note or Delete.
Filter your Notes by Note Types and time frame to find your desired note with ease and save time on scrolling.
*If you would like to hide the Notes Section from your Client's Dashboard you can do so by toggling on/off the Visibility Settings as shown here.