How to add internal notes to a post

DesktopStart

Publer now offers internal notes which allow you share your thoughts with other team-members -- you can ask them to make changes or update the post accordingly.

To add a note to a post and even mention a member from the workspace.

First, locate the post you wish to leave a note on by navigating to the Posts tab .
On the right side of the post, you’ll find the Notes section with a field labeled "Leave a note or @ someone ..." This is where you can add a note or comment for this specific post.


Fill in your note/comment for the post and use @ sign if you want to mention one or many team members.
Let's take a look at a scenario on how you can use notes. For example, after the post is sent for approval, the Client opens it so they can see the post.
In that view, the Client can Approve or Decline. In this case, they Declined it and left a note.


After that, the member will get a notification and when they click on it, they will be redirected to the post. There, they can make any changes and then resubmit the post for re-approval.
In this case, the member made the changes, replied, and tagged the Client. To send the note, simply click on the little arrow at the bottom right corner:


Lastly, the Client will be able to see the changes and approve the post:

How do you get notified for the note/comment:

The mentioned member will receive a notification from Publer stating they were mentioned in a post. They can open the notification to view it as needed.


After opening the notification, the user will be taken directly to the post and the new notes.



You can check how to respond to notes here

DesktopEnd

MobileStart

To add internal notes in the mobile app:

Go to the Calendar menu and find the post where you'd like to leave a note.



Once you open the desired post, scroll to the bottom and you can write your note there.



Once you’ve composed your note, click send, and it should appear there.



To notify the correct member, you can tag them in the note as well.

MobileEnd

Updated on: 21/12/2024