Share person-specific updates with your team in Bridgit Bench to increase communication and keep your team up to date. Users from all permission groups are able to leave notes as well as mention users in their notes.
Table of Contents
Viewing Person Notes
Each note will show the author's name and the date it was published. Notes will appear in chronological order from the creation date.
There are a variety of ways to access Person Notes.
- Select the requested person and click on the Person Notes icon in the top right corner of the person's profile.
- Notes will open on the right-hand side of the profile.
Click on the requested person to visit their profile. Notes for that person will be on the right side of their profile.
Projects List & Gantt
While viewing a project, click on the role of the requested person. From there, click on the person to Visit Profile. The Notes for that person will be on the right side of their profile.
Notes Dropdown Menu
If Notes are not appearing in the person's profile, select Notes from the dropdown menu. The dropdown menu appears when accessing Notes from the Gantt views and Projects List.
Adding a Note
To add a note, type your note and click on Post.
To make a note private, click on the blue eye icon.
Private notes can only be created and seen by users with View Private Fields permissions.
To create a mention simply type the @ symbol when adding/editing a note, to launch a list of active users in the account. Typing will narrow down the list by a users name:
The mention will appear grey when you mention another user. If you mention yourself, it will appear blue.
When a note is saved with a mention, an email notification will be sent to the mentioned user. You will not receive a notification if you mention yourself. The mentioned user can click the "View Note" button within the email to be taken directly to the person with the mention.
Editing/Deleting a Note
Users can only edit or delete their own notes. Users with an Administrator role will be able to delete the notes of others.
To edit or delete a note, hover over a note and click on the More button .