Create and add note in action with one button
s
sokratis parsanos
Hello,
Instead of having to create a note in one tab and then search for the note in the action you want to add it, it would be faster if inside an action you hit the "+" to create a new note and link it to the action (and maybe in advanced settings when you create and link you also open it for editing?).
And to be fair "+" is a bit misleading, maybe a "link" icon for current behaviour?
Thank you,
Best!
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M
Maria Steger
R
Rachel Weaver
Yes! I've started to dive into using Hive to track meetings, and it's onerous to have to leave the Action for my meeting to go over to Notes every time I want to create a new one. It would be so helpful to be able to create a new Note from within the Action card.
C
Clint Potts
Yes!!! The current functionality breaks the use paradigm for the entire action card. If I select Attachment, it will attach a file directly to the card. If I create an email, it captures the email with that action card. If I create a meeting, Hive generates a meeting with all people assigned to the card and includes the meeting on the card. When I click New Note... what the? Why do I have to close the action card? Why do I have to open the Notes app? Why do I have to create a new note and then find my project to attach it to the project. Then, inside the Note, I have to find the control/shortcut to attach the note to an action card. Then I have to search my project for an action card. Meanwhile, our meeting ended and I'm out of time for taking notes. If we click New Note-> Create a New Note. Attach it to the card. Keep it with the card. Don't make me leave the card. Thank you.
John Furneaux
Merged in a post:
Ability to create a note from within an action card
A
Ann Kiefert
When working with an open action card, and discussing it with the team, it would be helpful to be able to quickly create a note from a link/button in the action card. The note would be automatically linked to that action and the team can begin taking notes from the discussion.