Want to learn more about PM Notes? Check out our PM Notes Help Article and Customer Engagement MasterClass recording to start using them today!
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Send your customers off in style using the PM Note. Here's how you do it:
1. Have an internal hidden task name "Add PM note" at the end of your template
2. Before marking the project as done, add a personalized note to the PM Note.
3. Mark the task as done.
4. Mark the project as done.
5. Celebrate
PRO-TIP: Things to include in your PM note. Thank you's, Congratulations, reminder about CSAT survey, and links to post-onboarding resources (help center, community, etc).