How to add personal notes

Adding a personal note can be quite handy.

Various note fields can be added, e.g. one for additional comments, one for call meetings and so on.

The personal notes will appear below each stakeholder’s name – see example below.

In this example, I can add a personal note for my team and me regarding why we only have “Some access” through the relationship with Leanne Tomlin.

 

Now you're ready to set up rules for your Matrix. Click here.

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