Move notes across streams
l
lauren
In an effort to organize, we are often moving notes from 1 stream to another. The only way right now to put a note in the correct stream is to merge it with another stream. That process is not intuitive and doesn't really make sense for our use case. We want to organize our meeting notes (both internal and client-facing) by both project and client (depending on the situation). Often, a project will have internal meetings as well as a variety of client-facing meetings with completely different attendees. These right now make a new stream for every single meeting, which is inefficient, disorganized, and nearly impossible to put together into an effective, scrollable log. We need to be able to move notes across streams seamlessly to stay organized and to easily share all notes within a stream with the entire team.
Log In
l
lauren
It looks like others are asking for similar functionality using different verbiage. Such as "organize notes into folders" or "organize notes with smart lists". Others are asking for an easier way to organize notes.
There are lots of different ways it could be done, but the current method (the convoluted, overcomplicated merge streams process) is not adequate. You can't even move a note to a different stream from the note itself. So, after a call, I have the note up in Fellow, I should be able to easily move it to the correct stream (or folder, or add a tag, or however you want to implement it).
Right now, I have to leave the note, go to search, find the destination stream, pull up the destination stream, select merge streams, re-find the note I was working on that I want to move, select merge, go through the long prompts about it (and make sure I'm doing it right), select merge, wait for the 5-second delay where it feels like the app is frozen, THEN return back to finish up my note.
That process that took a paragraph to explain could easily be 1 click, 1 label add, 1 drag-and-drop to the correct stream, it could be so much easier!