Feature Request: Add Note-Taking Capability on Tables | Clay

Feature Request: Add Note-Taking Capability on Tables

A feature recommendation which would be epic, is being able to leave notes on tables. A small section so my team can just leave info on what was last done

13 comments

Channeled
APP
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We don't currently have a built-in feature for leaving notes directly on tables. However, you can use our "Share table as a template" feature as a workaround. Here's how: 1. Create a new custom table for notes. 2. Add columns for relevant information (e.g., date, team member, notes). 3. Share this table as a template with your team. 4. Team members can add rows with their notes. This method allows your team to collaboratively track and share information about what was last done. If you need more specific functionality, you may want to request human assistance by clicking on "Talk to a person" for further guidance.
Sources: Create New Table Share table as a template
Kareem Amin
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This is coming up v soon
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Bo (.
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Hey Nicolas I noticed you reopened this ticket. Is there anything we can do for you?
Feel free to keep this conversation going or create a new ticket.
Nicolas B.
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Hey Bo (. i think it re-opened because I liked Kareem Amin comment. But I'd love to know when this is available
Bo (.
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Hey, Will do! In the meantime, we’ve started rolling out a few note features that might be helpful while you wait ! :)
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Nicolas B.
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Very cool - thanks, how do I access some other beta features I see here like Ask AI ?
Bo (.
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Happy to add you! Which workspace should I enable it for?
Nicolas B.
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Here please Bo! - https://app.clay.com/workspaces/355716/ I need to get www.system7.ai into the Enterprise program, we have 13 clients all through Clay and are over the revenue threshold. Im currently hiring GTM Engineers. I’d love to be part of any Beta program.
Bo (.
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Hey — all set! ✅ Workspace 355716 has been added to the beta channel. Let me know if you have more questions.
Nicolas B.
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What comes from that Bo?
Bo (.
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Hey — it means your account gets early access to new features as soon as they’re released for testing. You’ll always be first to try what our engineering team is building and stay on the cutting edge of what’s coming next Let me know if you have more questions.
Nicolas B.
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Thanks Bo, will I be notified via email of what is added 🙂 ? - Ignore, I found the slack group, thanks!
Owen C.
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Of course Nicolas! Let us know if there's anything else we can do to assist! :)