Do you ever  find yourself getting a little lost with your progress when working through an important job for a client? You’re part way through an accounts production, the phone goes and then you have to focus there for the next hour or so - the ability to take notes is going to be a life saver. 

We’ve built this into Engager along with some additional features to help go alongside. 

When you’re working through your jobs, you should be in your production software AND Engager at the same time. 

Take that call, then leave your note in job card so you don’t lose your progress.  

How to leave a comment

Head on to the bottom of the job card, then you’ll see  Simply select ‘New Comment’ to make your note and then you’re free to crack on with the next pressing matter

Of course, for those of you using our Checklist feature, you can do this in the Notes within the Checklist, which is also super handy. To access Checklists on the job, locate the Checklist icon on the left hand side, then enter your notes accordingly. 

If you’re NOT using Checklists - why not? Click here for information on how to set these up

Now back to ‘comments’ and ‘User Mentions’

So comments are a great way to leave a note, but what if you need to communicate internally to a team member? You could need support, you might need to chase or you’re providing them with feedback while you review their accounts production.

You don’t want to bounce around from system to system, note pad to pos-it to do all of this, so keep it on the job card. 

User Mentions

Need to chase a member of the team for an update? Stuck with a tricky Self Assessment and need your Tax Expert to review? This is where the power of User Notifications comes into play

You can mention a User either by Services or Tasks

In this example, I’ve been working through a Self Assessment and I’m stumped - I’ve marked my job card as Help Needed so I know where I am with the work

When you enter into the job card, you can scroll down and select ‘new comment’

Enter in the issue 

Then select @ to then tag the relevant team member - in this case, the Boss

This will immediately flag to the Boss that I need help to move on

The Boss will now have a User Mention flag up on their top bar and in BLUE to signify that it is NEW

When the BOSS clicks into the mention, it will take them directly to the item required for them to act accordingly. If they need to come back to that Mention, they can re-mark the Mention as Blue again, and action later on