Notes now keep your team in the loop

Part of our 31 Customer Improvements series, where we ship one feature our customers asked for every day this month.

Project notes used to be silent. You wrote a kickoff summary or a handoff checklist for a client implementation, and your teammates only found it if they went looking. Starting today, a new note notifies everyone on the project team, and you can @mention a teammate to pull them in directly.

@mention a teammate

Type @ anywhere in a note and pick a teammate from the list. The list shows the team members on the project, and it narrows as you type a name.

Mentions work when you create a note and when you edit one. When you edit a note, only teammates you newly mention get a notification, so nobody is pinged twice.

Email notifications that follow your settings

New notes are emailed to the project team based on each person’s Other Activities setting: immediately, in the daily digest, or never.

A mention is more direct. The mentioned teammate gets their own email right away, on top of the regular new-note email. It shows a preview of the note and a View Note button that opens it.

See who’s involved at a glance

Every note on the Notes tab now shows avatars for the teammates it mentions, next to the author’s name. Scan the list to see who a handoff or decision involves without opening each note.

Good to know

• Notes stay internal. Clients never get note notifications and never see notes in their client portal, and only team members can be mentioned.
• You won’t notify yourself. The person who writes the note isn’t emailed about it.
• Editing is quiet. Changing a note doesn’t send another new-note email. Only teammates newly mentioned in the edit are notified.
• Templates don’t notify. Notes on project templates never send emails.
• You’re in control. Change how often you hear about new notes under Other Activities in your notification settings. To turn off mention emails for a project, set Needs Attention to Never for that project.

Notes also show up when you ask your AI assistant to catch you up on a project, so nothing written in a note gets lost.

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