Private vs. Batched Memos
If a Memo is created on Userhome, it will be private by default. If created within an Initiative, it will be part of the batch.
Private memos:
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- They're great to utilize if you're not ready to submit and may want to collaborate with a few team members before doing so.
- All Brightidea editor functionality within a private memo will work, with the exception of requesting a Memo Review and completing a Review, which are only available in memos within a batch.
Batched memos:
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- All functionality is the same, with the added ability to request a review
- Being within a batch means it is now officially submitted within the team's workflow
Submitting a Memo to a Batch
- When ready, private memos can be sent to a batch. This can be done from the top toolbar, where it notes a button to "Send to Batch"
- Once selected, a pop-up will appear with a list of all Memo batches the user has access to. They can select the appropriate batch to send it to.
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