Note Citation

Follow

Introducing Note Citation! Now it's easier to pull in a colleague whenever specific follow-up action is requested in Teamable.

When adding notes to any candidate in Teamable, simply do the following:

  1. Type @ and then start typing the employee's name and select it from the dropdown.
  2. Type your note.
  3. Click the save button.

For example, below, I'm going to send Pukar a follow-up citation to see if we can briefly meet in person so I can get more background information on a candidate he has referred to me:

Figure One: Click @ and name and choose employee's email from the dropdown.

 

Once the note is saved, Teamable sends an email to your colleague notifying him or her of your note citation: 

To automatically append follow-up emails specific to the note inTeamable, just reply all and include notes@mg.teamable.me in the CC field.

Was this article helpful?
0 out of 0 found this helpful

Comments