About Notes

If you want to capture and discuss other details about an organization in your portal, you can do this by adding notes. For example, you could create a note that gives your team a critical project update and lists a point of contact for more information.

Who can do this? Full Contributors.

Add a note to an organization

1. Go to an organization.
2. On the Notes tab, in the Share a note section, type your note.
3. Click Post.

Edit a note

You can make changes to a note you’ve added to an organization by editing it.

1. Go to your note.
2. Click the  Three dots next to the note.
3. Select Edit.
4. Make your changes.
5. Click Save changes.

Add a comment to a Note

1. Go to the note you want to comment on.
2. In the Share your thoughts section, type your comment.
3. Click Submit.
   

Edit a comment on a note

1. Go to your comment.
2. Click the  Three dots next to the comment.
3. Select Edit.
4. Make your changes.
5. Click Submit.

Delete a comment from a note

1. Go to your comment.
2. Click the  Three dots next to the comment.
3. Select Delete.
4. Read the confirmation and click Yes.

Delete a note from an organization

1. Go to your note.
2. Click the  Three dots next to the note.
3. Select Delete.
4. Read the confirmation and click Yes.

Reply to a comment on a Note

1. Go to a note with comments.
2. Click Reply below any comment and add your comment.
3. Click Post.

Like or unlike a note

1. Go to a note.
2. Click  Like to like it.

Tip: If you’ve accidentally liked a note, click  again to unlike it

See also

• Edit a note
• Delete a note from an organization
• Edit an organization