Understanding StickyNotes Actions and Icons
StickyNotes Actions
When you’re viewing notes on a record page or the StickyNotes Board, hover over a note to see the Actions menu in the upper-right corner. From the Actions menu, you can do any of the following:
Some actions aren’t available when you view a note from the StickyNotes Board.
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Mark as Done – Crosses out the note to show the action items are done. Anyone with access to the note can mark it 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 reply.
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Expand Replies – Expands a note to see 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 won’t show up on the record page, but you can still see them on the StickyNotes Board. You can only archive notes you’ve created.
StickyNotes Icons
You’ll see icons at the bottom of the original note showing if it’s public or private, or if it has replies and attachments.
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Icon |
Description |
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This icon means there are replies to the note. |
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This icon means the note is private. Only the note owner and recipients can see private notes. |
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This icon means the note is public. Everyone with access to the record page can see public notes. |
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This icon means there’s a file attached to the note or its replies. |