Scratchpad Command makes task management easy and collaborative. Log a Call, view Activity History, and even view tasks of your co-workers. Our Scratchpad Command Sidebar helps you take Tasks on the go.
First you have to make sure that you've turned on the integrations for Scratchpad Command.
Click on the settings icon ⚙ in the bottom left hand corner of your screen
select integrations from the menu on the left
click Add for Scratchpad Command (on the top).
Click CMD+J (Mac) or CTRL+J (PC) from ANY website to launch Scratchpad Command. (Pro Tip: Your calendar or LinkedIn are great places to start).
In the top of the pop-up window, type and search for the record you want to view.
No need to hit enter, simply select the correct record from the list that populates below.
You should now see a side-bar on the right side of your screen with numerous icons. Click on the task icon:
You can create a NEW Task by clicking on the plus sign to the right of your name or click into an already existing task.
Additional Feature with our Team or Business Plan!
You can view Tasks from your co-workers, too!!
Questions? Chat with us in the corner via WISH, or email us at [email protected]
Need more help? Book a free 1:1 session with a Scratchpad workflow specialist!
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