Internal Notes

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:

  1. Navigate to the request you'd like to update
  2. Click the pencil icon in the tool bar (Screen Shot 2021-09-16 at 10.50.13 AM
  3. Enter in the text of your note
  4. Click SAVE