Pin Notes in Projects

Next Level Amy
Next Level Amy Member Posts: 1
edited July 4 in Sales CRM #1

Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.

Answers

  • Andreia Costa
    Andreia Costa Moderator Posts: 52
    Second Anniversary 10 Comments 5 Likes First Answer
    CUSTOMER SUPPORT
    #2

    Hi @Next Level Amy ,

    I can see how that would indeed be helpful, I'll be sure to pass this feedback internally! At the moment, there's no option to pin a note inside a Project, you'd always need to check the "Notes" tab where all Notes are located and arranged by when they were added.

    If by "Project Brief" you mean a sort of template, I can offer a suggestion! You can use a custom field alongside our Workflow Automations. Whenever a new Project is created, a custom field can be updated with information and it will stay on the sidebar to the left. Example:

    Automation:

    image.png

    Project:

    image.png

    Hope this helps!

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