Learn how to create, edit, and delete a note from a member profile.

Notes are a great tool to record background info on a member in your community. They’re especially useful if you want to share some information you’ve gathered with other teammates. You can use them to record things like:

• Former jobs/companies (”X used to work at company A, B, and C”)
• Life events (”X is on parental leave. Will be back on 6/11/22”)
• Goals (”X is using our product because...”)
• Meeting notes, emails, or DMS
• Concerns around the product that they need addressed before purchase

So let’s get you started on using notes!

Add a note to a member

Go to a member profile, and then click on the ‘Notes’ tab (Or press ‘N’ on your keyboard as a shortcut!)

You’ll see a text box at the top of the Notes section. Type here, press ‘Add note’, and you’re done!

Want other teammates to know that you’ve added a note to a member? Don’t worry - your teammates will be automatically notified via an in-app notifications of your note.

Edit a note

To edit a note, click on the [...] menu, and then click ‘Edit’. Note that you can only edit notes that you’ve authored.

Delete a note

Click on the [...] menu and then click ‘Delete’.

Note that you can only delete notes that you’ve authored.