Easily add and track notes on users accounts in Teamly.
Click on "Manage team."
Alternatively, access the workspace "Settings" by clicking on the ellipsis located on the right-hand side of the workspace name in the top navigation.
Within the list hover over the user and click on "show details."
The details tab will show the "Notes" field. Enter the note and once you click away from that field the note will auto save.
- Click on "Manage Team" or access the workspace "Settings" by clicking on the ellipsis located on the right-hand side of the workspace name in the top navigation.
- Hover over the user and click on "Show details."
- The details tab will show the "Notes" field to enter the note as needed. The note will auto save once you click away from the field.
- Within a project click on "Manage Team."
- Click on the ellipsis menu on the right side of the user then "Show Details."
- The details tab will show the "Notes" field to enter the note as needed. Click return/enter to save.
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