Note Email Notifications and Responses

When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article.

Notifications on Note Creation

Responding to Notes


Notifications on Note Creation

1. To access these note features, first navigate to the Projects page, locate the project you wish to work on and click its name:

2. Inside the project, you'll see the Candidates tab highlighted by default. There are two locations where you can add Notes: to the Project or to the Candidate. To add notes to a Candidate, browse to the Candidate you wish to leave notes on and click on Show details below their name. Then scroll down until you see the Notes section:

3. Alternatively, you can add notes to the Project by clicking on the Project Dashboard, then browse all the way to the bottom where you will find the Notes section:

4. In either case, you will be shown a Notes interface like this where you can click Add a new note... to continue:

5. In the bottom right corner of the Notes region you will see two options: Notify the Team, and Notify the Client. Check these boxes if you wish for emails to be sent to those groups when you Save your Note:

Responding to Notes

6. If there are existing notes you'll see them below the Add a new note... field. To the right of each note, you will see the "Menu" button which you can use to enter additional, nested notes, edit, hide visibility, and pin the note. This lets you carry on complex, asynchronous conversations within Clockwork:


CLOCKWORK INITIAL TRAINING:

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How do I add files to Notes?

Why can't my Client see the notes I made?

Filter a Notes by Project or Note Type

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