Notes and tags
So if you add a note, you cannot "assign" it to anyone.
So to "assign" even a comment on a file, or ask a question to a team member you have to set a "task" and "assign" it to their name.
If that team member responses to adds a "note" in the customer file, you (the other team member) does not see this corresponse (ie get an email) unless they actually go into that persons file.
The only way to communicate back and forth with a team member is to continually "assign tasks" to each other.
This seems really cumbersome
If someone makes a comment or a "note" in a customer's file everyone "assigned" to that contact should see a notification that someone on the team has "updated" or "added" a "note" or "comment
Mike Lindberg
shared this idea
When you add a note, just use the @ symbol and choose from a list of your team members to mention them on the note. They get a notification about the note and can act on it.
In the future, we plan on adding some really cool communication features that will take this to a whole new level. More on that in the future.
In addition, we have considered a “Subscribe” feature that would allow you to get emailed updates from a file you’re subscribed to, which would help you out with this as well.
In the meantime, give the @mentions a try!