Definition
Sticky notes lets employee to create and track notes on record pages .
Helps to communicate effectively with others by adding recipients to ensure that only specific people have access to your note or by making it as public to make it visible to all employee
Installation
For sticky note need to download a bundle
Navigation Customization –>Suite Bundler –>Search & Install Bundles and search for
Name – Sticky Notes (Beta)
Bundle ID – 49018
Click Sticky note bundle and install it
Click install Bundle
Enabling Sticky Notes on record types
- Go to Customization > Lists, Records, & Fields > Record Types.
- Find the Sticky Notes Record Type record and then click it to verify
- Go to Setup > Company > General Preferences, and then click the Custom Preferences
- In the Sticky Notes Beta section, check the Enable on All Record Page
Default Preferences
- Administrators can set the default preferences
- For Sticky Notes that were created by employees, Administrators can default preferences like Priority,
- Font Size and Note Size, to do so open the below highlighted record types and create records based requirement.
Adding New Note
- Open the record page where you want to add a note.
- From the Sticky Notes Toolbar, click on any of the note icons to create a new note.
- After creating the sticky note save the note after enter specific employee or check Public
- After creating the sticky note there are options for the employees who can see the sticky note
- Mark as Done – Crosses out the note content to indicate that action items have been completed. Anyone with access to the note can mark the note as done.
- Reply – Opens a new reply note. Type your message in the space provided. Anyone with access to the note can send a reply.
- Expand Replies – Expands notes to view all replies.
- Compile Replies – Collapses note replies.
- Delete Note – Deletes the current note. You can only delete notes you created.
- Archive Note – Archives the current note. Archived notes will no longer appear on the record page, but they can still be viewed on the Sticky Notes Board. You can only archive notes you created.
- The above picture showing the Sticky Note Board for seeing all sticky notes
- There is no cost involved in sticky note