What are Private Notes & Mentions, and how do they work?


A private note permits members to communicate privately in the context of a conversation. Whilst the messages are shown in the channel, they're not sent by SMS to the contact. They remain a little note in the midst of the writing conversation to help you make an email concerning the proceedings yourself and other members. It may be beneficial to ask a question to a different member and get an answer without leaving the page. For solo plans, you can record actions taken or conclusions after a discussion is finished.

Several notes on private notes:
privnote are available for several subscription plans
The username, profile picture and an occasion stamp is likely to be displayed with the private note message to exhibit which user added the private note
Use the @ symbol to mention a part in a private note. The active members names will show above the text box, you can make a consumer from the list.
Text, emojis, and images may be added as a personal note
Private notes don't count towards your total monthly SMS/MMS allowance

Creating a personal note
It's easy! You should use the global 'Create' button from anywhere in the application to take a private note:

Share your note
Since private notes are in essence regular messages, you can decide to talk about them with whomever you'd like, crafting the privacy settings to your needs.

For example, it may seem sensible to share the note above with Stan. In case you wanted to create anything that's very personal and should not be visible to Stan, you could take two notes: One for your own eyes only, and one that's distributed to Stan.

Revisiting Notes
Within the performance review form there's a loss that highlights data from within Small Improvements. All your messages about Stan will automatically show up underneath Stan's performance review form.
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