Working with Your Team

Plans: Enterprise

On Enterprise, you can mention teammates in a note or assign a task to them. Your notes stay private until you do.

Mentioning someone

To bring a teammate into a note:

  1. Type @ in the note box and pick their name.
  2. Click Add.

They get a notification, the note appears on their Unread tab, and they can reply. Use @team to open a note to everyone at your company.

Assigning a task

To assign a task:

  1. Write the note, then click ＋ Assign.
  2. Pick a teammate, or yourself.
  3. Add a due date with ＋ Due if you want one, then click Add.

Assigning works like a mention: they're notified and can see the note. The person it's assigned to can tick it done.

Keeping up

  • Unread shows notes where you were mentioned or assigned something. Click Mark read to clear one without opening the record, or Mark all read.
  • On the All tab, switch between Mine (notes you wrote, were assigned, were mentioned on or replied to) and Everything (every note you can see).
  • You get a desktop notification when someone mentions you, assigns you a task, replies to your note or ticks off your task.

Who can do what

  • Anyone who can see a note can reply to it or tick it done.
  • The person who wrote it, the person it's assigned to, and whoever ticked it can reopen it.
  • Only the person who wrote a note can delete it. You can delete your own replies.
  • Admins have no special access to anyone's notes.