Be honest. How many notebooks have you filled with never-ending information from your job only to have them sit on your desk for eternity?
One? Three? More?
The problem is, it's tough to search through all your notes to find something you wrote about a specific client, campaign, or strategy months ago.
With Shape Notes, we noticed this exact issue. Our customers write lots of great insights about their campaigns and converse back-and-forth about performance and to-dos.
But, when they needed to review their Notes, there was no easy way to pinpoint when a Note was written. That's why we're excited to announce new updates to our Notes tool!
Create Notes easily from the Budget Conditions graph as soon as you notice performance spikes or dips. Just select the "+Create New Note" button from the top right-hand corner.
You can also select or edit the date of a Note and a Note icon will appear on the Budget Conditions graph. Scan your current budget cycle to see when you left a Note, click on the icon, and Shape will take you directly to that comment.
P.S. Try adding some 📊, 🤔, or 👏 to your Notes for a little extra fun! 🤯
Let us know what you think of the "Notes" enhancements! Send questions, comments, or feedback to firstname.lastname@example.org and we'll be in touch.