Your Memos

A memo is initiated through the
Memos
section of Stackd. To learn more about memos, go to
Memos
.

View Received Memos

  1. Navigate to “Collaboration Hub”
  1. Ensure you’re on the Inbox tab
  1. Use the “Filter” button and deselect every button but “Memos”
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By default, the toggles will only display those that are marked as ‘unread’

Archive a Memo

Review an open memo by following the instructions for View Received Memos
  1. Select “More Actions” on the memo
  1. Click “Archive”

Review a Memo & Archive

  1. Select “Details”
  1. This will open the slide-over detail pane
  1. Review all details
  1. Click “Archive”

Forward a Memo

  1. Select “Details”
  1. This will open the slide-over detail pane
  1. Click “Forward”
  1. Select the user you are wanting to Forward the Memo to from the dropdown
  1. Click “Forward”

View Sent Memos

  1. Navigate to “Collaboration Hub”
  1. Ensure you’re on the Outbox tab
  1. Use the “Filter” button and deselect every button but “Memos”
ℹ️
You can filter by who you’ve sent a memo to by selecting an active user from the “Sent To” field