Tracking Activity on any Gig by Adding Notes
This guide will walk you through the process of adding and editing notes for a gig in your management system. Notes can be related to communications, sales processes, events, or any other details you wish to record about a gig.
How to Add and Edit Notes for a Gig
This guide will walk you through the process of adding and editing notes for a gig in your management system. Notes can be related to communications, sales processes, events, or any other details you wish to record about a gig.
Objective
To ensure that users can efficiently add and manage notes related to a gig for better organization and tracking.
Steps to Add a Note
- Navigate to the Gig: Start by locating the gig you wish to add a note to. This could be for purposes like recording a communication or noting something specific about the sales process or event.
- Example: If you emailed stakeholders about the gig (e.g., the "Big Marketing Event"), you'll need to access this specific gig in the system.
- Access the Notes Section: Once you're viewing the details of the selected gig, look for the tabs section, usually located towards the bottom of the page.
- Click on the "Notes" tab to proceed to the note-adding section.
- Add a Note:
- Within the Notes section, find and click on the option to add a new note (this might be labeled "Add Email," "Add Note," or "Add Call").
- In the text field that appears, paste or type the information you wish to note down. This could be the contents of an email communication or any other relevant details about the gig.
- Once you've entered the note content, click "Submit" or the equivalent button to save the note to the gig.
- Note: The system will automatically create a summary or title for your note. This helps in quick identification of the note's contents at a glance.
- Edit a Note (if necessary): If you need to make changes to the note after it has been created:
- Locate the note you wish to edit in the Notes section.
- Click on the "Edit" option (this may be represented by an edit icon or text link).
- Make the necessary modifications to your note in the provided text field.
- Confirm the changes by clicking on the "Submit" button or its equivalent to save the edits.
Conclusion
Adding and editing notes for a gig is a straightforward process, allowing you to keep track of important communications and details related to your gigs. Remember, this feature is invaluable for maintaining organized records and ensuring all team members have access to the same information.