Notes in online project management
Jimmy just asked us on the forums if it is possible to take “notes” on the Pelotonics system without sending out email notification to members of the project. This can come in handy when you want to archive critical project-based information for reference.
There are two ways to accomplish this within Pelotonics. (at least that I can think of right now!) Both of these methods are accomplished in the Messages section.
1. Create a Message Folder called “Notes”. Then create messages that contain the information you want to store as a note. Do not choose anyone on the email distribution.
This method gives you the ability to take notes and filter down to them using the foldering system.
2. On the front end of a message, append the words: “Note:”. This will identify all notes within your system. You can then use the search feature to filter down to your notes.
Special note: in these examples and per Jimmy’s question, there is no need to send out an email when you are creating a note. Your team will be able to see new notes in the Messages section, on the Dashboard, or on the Project Summary screens. It boils down to making sure that your team is following a consistent and agreed upon workflow!
Thanks for the question Jimmy. I hope this answers it!
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