Communicate with Notes

You must be on a Forest Admin Pro plan to have access to this feature.

As your team grows, so do all the little things it takes for your operations to run smoothly.

With Forest Admin, you can assign your teammates to specific tasks, leave a note or simply comment a record, thereby simplifying collaboration and productivity all across your office.

To do so, click on the "Collaboration" tab, then "Create a note" (1):

Leaving a note helps you log your thoughts on a record and communicate or assign via the @ mention feature (2):

If you are mentioned in a note, you'll be notified via a red dot on your Collaboration tab. The red dot will persist until you view the note.

Last updated