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Can you add a client to a note after posting it? If so, how?

Hi @Hannah Cowart, welcome to the Karbon community! 😁

You certainly can! You can actually add as many timelines as you want to a note. Here’s an article that goes into all the details and has great screenshots:

https://help.karbonhq.com/en/articles/5919746-use-notes


Hi @Hannah Cowart - in any Note (or email) you should see a sidebar where you can Add to Timeline - if you click that, you can search for a client or a specific work item. If you attach to a work item, it will also add the client. I’m not sure if there’s a limit as to the number of timelines you can attach to, but I haven’t yet found it!

 

 


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