Write a note on an asset

Updated 

3 hours ago

Sprinklr provides you the ability to collaborate on assets with your team members using notes. You can mention other users for action needed. Adding notes on assets helps to improve visibility and optimize workflows. This article lists out the steps to write a note on an asset.

Steps to write a note on an asset

  1. Click the New tab icon Space Add New Tab Icon and select Assets under Sprinklr Social.

  2. In the Asset Manager, hover over the asset's Options icon and select Details.

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  3. On the Asset Details pane, switch to Notes tab. For more information on Asset Management, see Third pane for assets.

  4. Click Add. Use @mention to address other users or user groups on the platform. The users will receive an in-platform notification if they are mentioned and will be able to navigate to the pane once notified.

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Note:

  • Sprinklr has enabled the support of Grammarly in notes, briefs, and long-form content editor. This helps you to write error-free content and enhances productivity. However, in order to avail this capability, you must have Grammarly extension enabled on your browser https://www.grammarly.com.

  • You can break a line and move your note to the next one while collaborating on Notes just as you can do in Google docs, sheets, etc. This is consistent across notes in Campaigns, Outbound Messages, Third Pane, Assets, Tasks, Task Notes, Cases, Inbound Messages, etc. wherever notes are supported on the platform. This allows you to:

    • Press Enter/Return and move the note to the next line.

    • Press Shift+Enter/Return and move the note to the next line.

    • Press Command+Return/Enter and send the note.

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