Internal Note Followup for easy collaboration!

Frequently internal notes are used to request an action from another user. With the new Internal Note Follow up Status feature you can mark the follow up in these notes, allowing transparency regarding what is pending.

What is it?

With the Internal Note Follow up Status you can tag an internal note for follow up from a particular user who is tagged in the note.

This follow up reminder will display for both you (the person writing the note) and the user tagged, until the user replies to the internal note.

How do I use it?

While creating an internal note, simply @mention any user who you wish to follow up on the note. Once you do this, you can check the checkbox to include the follow up status for this user on this message.

This reminder will now display for you (as the creator of the note) as well as Sarah (the user you tagged).

More questions?

Check out this help article, or feel free to reach out at any time at!

~ Chelsea @ Recruiterbox Customer Happiness

P.S. How do you feel about this update? We'd love to hear your opinion below!