What are private messages & Mentions, and how do they work?
A private message permits members to communicate privately in the context of a conversation. Whilst the messages are shown in the channel, they are not sent by SMS to the contact. They remain a little note in the midst of the writing conversation to assist you make a note about the proceedings on your own and other members. It can be useful to ask a question to some other member and get a reply without leaving the page. For solo plans, you can record actions taken or conclusions after a conversation is finished.
A couple of notes on private messages: private message can be found for several subscription plans
The username, profile picture and a time stamp is likely to be displayed with the private message message showing which user added the private message
Utilize the @ symbol to say a member in a personal note. The active members names will show above the text box, you can make a user from the list.
Text, emojis, and images may be added as a private note
private messages don't count towards your total monthly SMS/MMS allowance
Creating an exclusive note
It's easy! You need to use the global 'Create' button from anywhere in the application form to take a private message:
Share your note
Since private messages have been in essence regular messages, you can decide to generally share them with whomever you'd like, crafting the privacy settings to your needs.
For example, it might sound right to fairly share the note above with Stan. Just in case you wanted to create anything that's very personal and should not be visible to Stan, you could take two notes: One on your own eyes only, and one that's distributed to Stan.
Revisiting Notes
Underneath the performance review form there's a case that highlights data from within Small Improvements. All of your messages about Stan will automatically show up underneath Stan's performance review form.