With infoboard, you can pin infocards that include messages and notes that your team members can view and add onto.
To create an infocard for your infoboard:
- Select a conversation.
- Click the attachment button next to the text box at the bottom.
- Select Create a card.
- Enter a title and information about your note. Press Enter.
To edit an infocard:
- Locate the infocard in your conversation
- Move your mouse to the top right of the card to see the options button
- Click the options button and select edit
- Make your changes and click Update
To view your infocards:
- Click the infoboard icon to view current notes for that conversation
If you need more help, watch this quick video on using the inboard feature.