My company currently utilizes confluence to store project information for easy access for employees.
I am looking for a better way to organize project notes and answers provided by the customer. I want to be able to keep track of when the notes were provided and by whom.
We have experienced situations where the customer provided an answer, then a few weeks later, their answer has changed. I want to make sure that when this happens, I can easily point back to the original answer and confirm what they truly want. This is just one example. In general, I prefer my notes to be well-organized but easy to locate. Saving Changes...
Excel is the simplest option, however if SharePoint is available just go for. Saving Changes...
Paul HollingsIT Project Manager| Self EmployedHerne Bay, Kent, United Kingdom
SharePoint lists are very useful in this case, with the added advantage of being able to export to Excel if you need to send reports. Saving Changes...
Shivanjali BhutkarBringing Technology and Business togetherNa, Ca, United States
google dashboards are also good to keep documents Saving Changes...
Al ChenSolutions Consultant| CodaNew York, Ny, United States
I would be remiss not to mention Coda as a platform to not only centralize your notes, but if people in your organization want to see specific views of the notes you can tag notes and customize which notes get displayed to a given teammate. If you use Intercom to track user feedback, you can easily pipe customer feedback into tables in Coda to be further categorized to figure out which bugs to solve and what product features to focus on. Saving Changes...
Wendy EnglishSenior Project Manager| Humphrey ProductsKalamazoo, Mi, United States
I use one note for personal project note, but keep actual project notes in an excel format. I have also used and really liked share point. Saving Changes...
