Notes and planning
Team notes and the Team Planner boards.
- Write and organize team notes
Keep shared coaching notes by category, with comments and files.
- Turn action items into tasks
Add follow-ups to a note and send them to the Team Planner board.
- Use the planner boards
Track staff tasks on a board with columns for each stage.
- Create and assign a task
Add a task to the Team Planner, give it an owner and a due date.