How do I automatically insert status / my name / date / time in a card?

Modified on Wed, 25 Jan, 2023 at 5:19 PM

A Status Update is a quick way to document a phone call with a cast member or note down a current quote while you are in budget discussions. This will build a log of your conversations and updates.


To add a new Status Update:


1. Click into the tab where you want to record your status update.

2. Click the "Insert Status" button in the tab toolbar.

3. Click into the status update field and type your note.




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