How to view Shared Notes in Apptivo?

Updated on April 13, 2020 05:45AM by Admin

Note-taking is a beneficial exercise that is carried out since schooling. Businesses motivate Employees to add Notes as they have two important purposes. It is to make note of tasks to remember and also to convey information to your colleagues. Stressing the latter’s importance, Apptivo has provided Shared Notes feature in the Notes Activity.

Cole and Theresa are working together on a Project. Their Organization uses Apptivo to manage its database and everyday activities. Cole has added a Note to the Project and shared it with Theresa. Theresa can view it from the Shared Notes section in the Notes Activity.

Steps to view Shared Notes

  • Log into your Apptivo account and select Notes from the Home Page.

  • You will be redirected to the Notes Activity. Here, select Shared Notes from the left pane.
Notes Shared

  • You can see the list of Notes shared by your Employees. Click on the Expand icon to view the Notes information as a side panel.
View Notes

  • Here, you can view the Notes information. You can also see the information on Associated With Employee.