Understanding StickyNotes Actions and Icons
StickyNotes Actions
When viewing notes on a record page or the StickyNotes Board, you can point to the note to display the Actions menu on the upper-right corner. From the Actions menu, you can do any of the following:
Some of these actions are not available when you view the note from the StickyNotes Board.
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Mark as Done – Crosses out the note content to indicate that action items have been completed. Anyone with access to the note can mark the note as done.
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Reply – Opens a new reply note. Type your message in the space provided. Anyone with access to the note can send a reply.
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Expand Replies – Expands notes to view all replies.
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Compile Replies – Collapses note replies.
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Delete Note – Deletes the current note. You can only delete notes you created.
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Archive Note – Archives the current note. Archived notes will no longer appear on the record page, but they can still be viewed on the StickyNotes Board. You can only archive notes you created.
StickyNotes Icons
Icons are displayed at the bottom of the original note to indicate if the note is public or private, or if it has replies and attachments.
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Icon |
Description |
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This icon indicates that there are replies to the note. |
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This icon indicates that the note is private. Only the note owner and recipients can view private notes. |
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This icon indicates that the note has been set to public. Everyone with access to the record page can view public notes. |
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This icon indicates that a file is attached to the note or to its replies. |