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7: Adding Notes to Processes

Learn how to add notes to processes and @mention other users.

Aimee avatar
Written by Aimee
Updated over a week ago

Note that you can now @mention other users in notes as well!

Oftentimes you will have notes about a process or an owner/tenant that you want to add for yourself or for someone else who might be involved in that process.

You can do this by clicking the "Note" button at the top of the activity for the process.

Fill out the note and hit save!

Now, you'll see the note in the activity for this process. You can click the pin icon on the right side of the note to pin it to the top of the activity section. (This keeps it from getting lost as other activities happen with this process.)

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