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Created by Guest
Created on Mar 10, 2021

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Link Notes to an Idea

As a PM, I often use the Notes module to brainstorm or capture things that are not well formed. Once they have more validation oftentimes those notes then become and Idea or lead to an Idea. The Notes have valuable background that give context to an Idea. There should be a way to link a Note to an Idea.

  • ADMIN RESPONSE
    Mar 12, 2021

    Thanks for sharing this idea. It is currently possible to link notes to ideas by clicking ... > Link to another record. Then select "These ideas" as the record type in the record link modal. Hope this helps!

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  • Guest
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    |     Mar 12, 2021

    Perfect. That's exactly what I was lookin for! Thanks.