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Greg Scholten
Reading through this, I like this idea. Not sure if I saw it, but is it possible to integrate with the team chat in a project? We use the team chat for all our notes, but also let's us communicate within a team if something needs to be known (i.e.: getting approve to run a payroll a certain way based on client conversation).
Canny AI
Merged in a post:
New Field for Create Project
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Loni Moen
I use a template to perform certain IT tasks (On Boarding and Off Boarding) and when it is used to create a project and assign to me it would be very helpful if a Notes Field could be part of the create project process. I would use it to communicate who should get emails, FC tasks and projects, Etc. when an IT Offboarding template is used to create a project. If this is already available I am not seeing it.
Amanda Aparicio
in progress
Amanda Aparicio
Merged in a post:
Ability to create a note in a project
Amanda Aparicio
Ability to create a note in a project
Amanda Aparicio
Ashley Hensley, could you kindly clarify your use case a little here? In particular, how are you imagining using the notes? Is it mainly for keeping track of specific things for a specific client? Or is it more of an area to notate "This is how you should perform the steps on this project for this client"?
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Ashley Hensley
Amanda Aparicio Sure! Just like there is a notes section at the Client level, it'd be great to have a Notes Section at the project level. Like just a general notes section that you'd like to remember in regards to that project you can reference back to. I've been on calls with my clients & I would love to store notes by project there without having to uploading a file, or trying to keep meeting notes on the general notes section for the client, when it only refers to that meeting we're on. Basically, it's my to-do list in regards to the month to either follow up with the client or to-do after we have a call once they've clarified. Does that make sense?
Amanda Aparicio
Ashley Hensley, okay got it! So it could be like the Client Notes section, but just at the project level, correct? Would you want the notes to carry over for recurring projects? (So any notes made on "Monthly Bookkeeping" for Feb would copy and paste over to the project notes for "Monthly Bookkeeping" for Mar)
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Ashley Hensley
Amanda Aparicio Yes - that is correct! I think a carry over could be really helpful since there is some crossover from one month to the next. Would it be possible for this area to be a like living document instead of a "posting" situation like the Notes section on the client level? Like if I type something & then move to a different section, it'll still be there? Almost like a Notepad instead of how in the Notes Client section it's like a pop out screen? I don't know if that's a possibility or not. Thank you so much!
Amanda Aparicio
Ashley Hensley, this is very helpful! And yes, that makes sense! Will take to the team to see what we can do.
Amanda Aparicio
Merged in a post:
General Notes as a section within the project
Amanda Aparicio
ie. taking notes during a call - this section doesnt have to be a list, it can just be a blank space for us to take notes. I know there's one notes tab within the client dashboard, but I'm referring more to the project specifically -- sections would be , Team Tasks, Client Tasks and General Notes. Thank you!
Amanda Aparicio
Merged in a post:
NOTES FEATURE
Amanda Aparicio
Could we have the notes tab easily accessible or able to view through the tasks so notes are not being missed
Amanda Aparicio
Merged in a post:
Cleint Notes
Amanda Aparicio
Be able to see client Notes from each project
Canny AI
Merged in a post:
New Tab in Projects
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Ashley Hensley
It would be super amazing if a Section was created in the project to be able to take notes while on a call with the client. Trying to take notes in a team chat isn't helpful to keep everything streamlined.