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Creating a Note
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Contents

Creating a Note

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Article summary

Create a Note


Here are the steps you need to follow to create a Note:

  1. Go to the "Notes" tab within a Job, a candidate's profile, or an Organization (Client/Department).

Creating a Note 6

Creating a Note 7

Creating a Note 8

  1. Click on "Add Note".
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  2. Type your note. To tag a team member, type "@" and select the team member from the dropdown menu. Click "Save" once you have finished. The team members you have tagged in the note will receive a notification.

Info

Once a note is open, you can switch to a different page and still edit the note without losing any progress. The note will remain available until you choose to save it.

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