Memos are created in the Memos module of Stackd. To learn more about memos, go to Memos . When a memo is created or forwarded, it appears in the sender’s Outbox and the recipients Inbox within the “Collaboration Hub”. An email notification is also sent to the recipient.
View Received Memos
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Inbox” tab
- Click the filter icon and deselect all options except “Memos”
By default, filters display only unread memos.
Archive a Memo
To review an open memo follow the steps for View Received Memos
- Click “More Actions”
- Click “Archive”
Archiving a memo removes it from your unread list while preserving the record for future reference.
Review a Memo & Archive
To review an open memo follow the steps for View Received Memos
- Click “Details” to open the slide-over panel
- Review all memo details
- Click “Archive”
Forward a Memo
To review an open memo follow the steps for View Received Memos
- Click “Details” to open the slide-over panel
- Click “Forward”
- Select the recipient from the dropdown list
- Click “Forward”
View Sent Memos
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Outbox” tab
- Click the filter icon and deselect all options except “Memos”
You can filter by who you’ve sent a memo to by selecting an active user from the “Sent To” field.