Keep notes against the work
A note attached to the record it concerns is findable by the next person. The same note in a document is not.
Notes & Social is the short-form half of communication: notes kept against the work they belong to, an internal feed the company talks to itself on, and the moderation to keep it usable.
Short-form writing, and what the company is telling itself.
A note attached to the record it concerns is findable by the next person. The same note in a document is not.
The feed is for what the company is telling itself — smaller than an announcement, more durable than chat.
Announcements reach everybody. That is exactly why they should be rare enough to still be read.
Four graded responses rather than one. Locking a thread that has run its course is usually the right one; removing is the last.
The capability list this guide is written against, unabridged. Nothing above adds to it.
Notes & Social on the Communication pageThe modules Notes & Social hands work to, or takes it from. Most problems that look like one module are a handover between two.