Team Notes for Focused Collaboration
Leave contextual notes on drafts, failed posts, calendar dates, connections, and media files. Keep team discussions attached to the exact item that needs review, planning, correction, or handoff.
Discuss the work where the work happens
Team Notes is a lightweight way for workspace members to ask questions, request changes, clarify ownership, and close the loop without turning Postly into a chat app or workflow engine.
@Sarah Johnson can we make the opening hook stronger before this is scheduled?
Yes. I shortened the intro and added a clearer CTA.
Looks good. Closing this note.
Add notes only where teams need a second look
Team Notes should stay focused on review, fixes, planning, and handoff. These are the places where notes are required.
Draft Posts
Leave notes on draft posts for content review, caption changes, media checks, platform selection, and final team review before publishing or scheduling.
Failed Posts
Discuss failed posts that need attention, including account reconnection, retry requests, publishing errors, and platform-specific fixes.
Calendar Dates
Place notes on calendar dates to plan campaigns, request posts for a specific day, reserve publishing slots, or coordinate upcoming content.
Connections
Add notes to connected accounts or connection items when a teammate needs to reconnect, confirm ownership, or resolve permission issues.
Media Files
Leave notes on specific images and videos to confirm approval, flag wrong branding, request replacements, or suggest where an asset should be used.
The central inbox for all note activity
Team Notes should appear as a dedicated side navigation item. The inbox is where users see new activity, mentions, open discussions, their own notes, and closed notes.
The badge count represents unread Team Notes for the current user.
New
Recently created notes, unread replies, and new activity that needs the user’s attention.
Open
Active note threads that are still unresolved and require review, action, or follow-up.
Mentioned Me
Notes where the current user was tagged using their workspace member identity.
My Notes
Notes created by the current user, including open and recently updated discussions.
Closed
Resolved notes kept for reference, still linked to their original source item.
Tag teammates by workspace identity
Users already have Postly account email addresses. When a user types @ inside a note or reply, Postly should show current workspace members. The dropdown should search display name, first name, last name, and email address.
@sa
Removed workspace members remain visible in old note history, but should not appear in new mention suggestions.
Inbox first, then open the original source
Clicking a notification should open the Team Notes inbox. From the inbox, clicking the note should open the original item with the notes panel already active.
Core Team Notes features
Keep the feature simple: contextual notes, threaded replies, mentions, inbox activity, source links, close, and delete.
Notes icon
Supported items show a small notes icon. If open notes exist, the icon displays the active count.
Notes panel
Clicking the icon opens a side panel where users can add notes, view replies, respond, close, or delete where permitted.
Threaded replies
Each note works as a focused conversation attached to the original item.
Team mentions
Typing @ opens a dropdown of workspace members searchable by name or account email.
Team Notes inbox
The side navigation includes Team Notes as the central place for all note activity.
Unread badge
The Team Notes side nav item shows unread note activity, similar to new mail or a new message.
Source linking
Clicking a note from the inbox opens the original source item with the notes panel active.
Close note
Resolved notes can be marked as closed and moved out of active note counts.
Delete note
Notes can be deleted by the creator, workspace Owner, or workspace Admin after confirmation.