How to view Employees Notes in the Notes Activity?

Updated on April 13, 2020 05:22AM by Admin

Apptivo is a collective representation of an Organization. It plays a forefront role in the management of an organization. Different activities are carried out in an Organization on an everyday basis. You have to send Emails, plan Tasks, schedule Follow-Ups and many more. All these activities can be overseen efficaciously with Apptivo.

Wendy is the Manager of Savoury Food Packages. She has always encouraged communication among Employees. She believes Communication is needed for smooth functioning. So, she wants her Employees to make use of the Notes features in Apptivo to interact among their teams. She keeps track of it from the My Employees section of the Notes activity.

Steps to View My Employees Notes

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

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

  • You can see the list of Notes added by your Employees. By default, Notes added by all employees will be displayed.
All Employees

  • By selecting the All dropdown, you can filter out the Notes based on Employees. On selecting an Employee, you can view the Notes added by the selected Employee.
Employees Selected

  • Here, Peyton Daniel is selected. Hence, the Notes added by Peyton Daniel is available.