How do I leave an internal note on a request?
You can use internal notes as a way to update the timeline with important, staff only information that won't send a notification to everyone on the request. You can use internal notes for updates on why a request is overdue, why it is not being fulfilled, why its paused, or any other particular status.
Steps to create an internal note:
- Navigate to the request you'd like to update
- Click the pencil icon in the tool bar ()
- Enter in the text of your note
- Click SAVE