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.

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

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 are public by default when created but can be made private or hidden by adding them to a private or hidden timeline. Adding notes to a contact of piece of work will also provide context.

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.

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