In this article, we cover:
How to Add a Note
How to Mention a Team Member
Tips for Effective Use
Adding notes and mentions in the activity feed helps keep your team informed about important updates and actions taken within a project. This article will guide you through the process.
How to Add a Note
To add a note to a project, follow these steps:
Navigate to the Project: Click on the project you want to add a note to.
Open Project Activity: Click on Project Activity on the right-hand side. This section shows all messages, notes, actions taken, stage changes, and status changes related to the project.
Add a Note: Locate the specific update (e.g., an email sent with a quote) where you want to add your note. Click on the note icon or relevant area to add your text.
How to Mention a Team Member
To ensure a team member is notified of the note, you can mention them using the tagging feature:
Write Your Note: Begin by typing your note. For example, you might write, "The roof replacement quote was sent."
Tag the Team Member: Use the @ symbol followed by the team member's name to tag them. For instance, "@Ian" to notify Ian, the project manager, about the quote status.
Save the Note: Save/post the note so that it appears in the activity feed and the mentioned team member is notified.
Tips for Effective Use
Be Specific: Include relevant details in your notes to provide clear context.
Use Tags Appropriately: Tag only those team members who need to be aware of the update to avoid unnecessary notifications.
Regular Updates: Frequently update the activity feed to keep everyone informed about the latest project status.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.