Zavon

Notes and tasks

Overview

Notes keep what happened with a person: a call, a meeting, a visit or a message. A task gives a colleague something to do about the person. Tasks show in that colleague’s My work.

Before you start

To read notes, you need a role that can read notes. To write them, it must edit notes. To add a task, it must edit tasks.

A mention or a task can only go to a colleague who may read about the person.

Write a note

  1. Open the notes

    Open the person. Then select the Notes tab.

  2. Set the kind

    Set Kind to Note, Call, Meeting, Visit, WhatsApp, Email or SMS.

  3. Write what happened

    Type the note. To tell a colleague, type @ and select their name.

  4. Set when

    Set When it happened. For a call or a meeting, type the Minutes.

  5. Save

    Select Save note. The note shows in the list, and on the timeline.

The Notes tab of a person in Reach: Log activity with the kind, when it happened, minutes and the note
Log activity on the Notes tab. Shown with a fictional organisation.

Add a task

  1. Open the tasks

    Select the Tasks tab.

  2. Describe the task

    Type the Task. Then set Assigned to.

  3. Set when

    Type the Due in days. Type a Note if the colleague needs more.

  4. Add it

    Select Add task. The task shows in the colleague’s My work.

Find actions in a note

  1. Start

    On a note, select Find actions. The button shows the price in credits.

  2. Read the actions

    Read the summary and the actions the note names.

  3. Make tasks

    Select the actions that should become tasks. Then select Create tasks.

Troubleshooting

If Save note is grey, write something first.

If Add task is grey, type the task and set who does it.

If a colleague is not offered after @, they may not read notes about this person.

Good to know

Every version is kept. Only the author edits a note. Each saved version stays in its history.

Deleting a note. The author or an organisation administrator may delete a note. The deletion is recorded.

Draft message. On the Overview tab, Draft message writes a first email, SMS or WhatsApp message in your organisation’s voice. Type the Purpose and set the Channel. An SMS or WhatsApp draft shows on a phone, with the segment count for an SMS. Select Copy, then send it the usual way.

A person’s profile: the overview and the timeline.
AI writing help: the writing voice that drafts use.
Contacts and tags: find the person.