The principle of internal notes
This feature lets you add a comment to a post that is only visible to your team. It will be hidden from your customer.
You can add internal notes to conversations and discuss pending publications/drafts only with members of your internal team.
You can only create an internal note if you have a user assigned as a client in your workspace – this will allow you to create both internal notes and internal publications.
Find out how to configure a user as a team member or as a customer.
How do I add an internal note?
To add an internal note, simply go to one of Dailyfy’s views (Calendar or Feed).
From calendar view
- Go to the calendar view via the left-hand menu (calendar icon)
- Search for your publication
- Click on the “comment” icon in the bottom right-hand corner.
- Select “Internal note”.
- Add your internal note
- Record.
From Feed view
- Go to the Feed view via the left-hand menu (square icon, above the calendar)
- Search for your publication
- To the right of your post, you’ll find the comment section.
- Select “Internal note” at the top of the comment section
- Add your internal note
- Published in