Add Account Notes

Modified on Tue, 23 May 2023 at 02:25 PM

Easily add and track notes on users accounts in Teamly.

Click 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 bring up the Notes field. Enter the note and once you click away from that field the note will auto save.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article