How to Use private messages

How to Use private messages

A private message makes for members to communicate privately in the context of a conversation. While the messages are shown in the channel, they are not sent by SMS to the contact. They remain only a little note in the midst of the writing conversation to help you make a note in regards to the proceedings on your own and other members. It could be useful to ask a question to another member and get a reply without leaving the page. For solo plans, you are able to record actions taken or conclusions after a conversation is finished.

A couple of notes on private messages: privatemessage are available for all subscription plans
The username, profile picture and a time stamp will soon be displayed with the private message message to show which user added the private message
Use the @ symbol to say a part in a personal note. The active members names will show above the writing box, you can select a person from the list.
Text, emojis, and images may be added as an exclusive note
private messages do not count towards your total monthly SMS/MMS allowance

Creating a personal note
It's easy! You can use the global 'Create' button from anywhere in the application to take a private message:

Share your note
Since private messages are in essence regular messages, you are able to decide to share them with whomever you'd like, crafting the privacy settings to your needs.

As an example, it may sound right to talk about the note above with Stan. In the event you wanted to write anything that's very personal and should not be visible to Stan, you may take two notes: One for your own eyes only, and one that's shared with Stan.

Revisiting Notes
Within the performance review form there's a tab that highlights data from within Small Improvements. All of your messages about Stan will automatically arrive underneath Stan's performance review form.