How do I use team notes?

  1. Available on Premium. Open Staff in the sidebar.
  2. Go to the Notes tab at Staff → Notes
  3. Switch between Daily notes (shared with the team) and Private notes (only you) using the tabs at the top.
  4. Click Add note, enter text, and optionally set category, assignee, priority, or due date.
  5. Use the date range and category filters to find past notes; the header search filters notes on this tab.
  6. Save the note so it appears in the logbook for your team.

Still need help?

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