Tagging team members in notes and logs can be a quick and efficient way to alert them to something that might need their attention, but doesn’t always necessarily warrant a task or a ticket.
But, for myself and our other team lead, we end up getting tagged in a lot of notes throughout the day. Trying to go back to find that note or log we’ve been tagged in has so much room for error and can lead to us losing important and relevant information which can impact our sales.
What would be incredibly helpful is a “Notes Dashboard” of some kind that would allow you to see notes/logs you’ve been tagged in. That way we can periodically check that dashboard to see notes that are relevant to us in and create tasks appropriately, which in turn helps build more efficient work-flow and make sure things get addressed.