Adding a note to a message

Find out more about adding notes to employee messages

Lucy Harvey avatar
Written by Lucy Harvey
Updated over a week ago

Clicking on note instead of reply allows you to add any private reflections, thoughts or actions to a message. 

These will NOT be seen by the user who raised the message.

Once you have clicked ‘note’ the box will turn yellow so you can be 100% sure that what you are writing will not be seen by a user. Once sent, the note will appear in a yellow speech bubble within the message. 

You can use this feature if, for example, you wish to liaise with a linked mentor on how best to proceed, or if you have a conversation with the user before the message is resolved and you wish to make a note of it so that all the information is captured. 

Watch how to add and delete a note to a message below!

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