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[BETA] Note Collaboration: What To Expect
[BETA] Note Collaboration: What To Expect
Mya McDuffie avatar
Written by Mya McDuffie
Updated over a week ago


We're releasing Note Collaboration (beta functionality) to some customers.

If you're part of the beta program, the information below is helpful, and you'll have received an email from us.

Curious to learn more? Reach out to

How should I use this functionality in the beta?

Start a meeting note like you would today in Dooly. Ask two or more teammates to join you in that note, and then collaborate!

What kind of feedback are we looking for?

We’d love to hear from you about how the experience could be improved! Here are some specific areas we’d like to know more about:

  • How you and your testing teammates navigate to the same note

    • Who started the note, and how?

    • How did others join that first person?

    • What difficulties (if any) did you encounter trying to find the correct note to work within?

  • How the live collaboration experience feels for your team

    • Is it easy to tell who is in the note with you and what they are doing in real time?

    • What kinds of workflows can you see this working for across your broader team?

  • For anyone working normally in solo-mode

    • Do you notice any bugs or abnormal behavior?

Share your feedback by email to

Collaborative notes are great for:

1️⃣ Getting everyone on the same page

From discovery calls to demos to onboarding a new customer, prep for meetings together so you can get aligned and document your perspectives on the call.

2️⃣ Strategizing on deals or account plans

Work with your teammates to strategize on account plans, expansion or renewals all in the same doc and connected to Salesforce.

3️⃣ Transitioning deals and accounts from one teammate to another

Share what you know with your teammates. Handovers have never been smoother.

Some questions you might have? (not FAQ, yet)

How do I invite others to collaborate on a note with me?

All notes linked to a Salesforce record are collaborative by default. All users can jump into any note at any time, without the need for proactive or reactive sharing workflows.

How do I access a note that I have been asked to collaborate on?

Access any note from the notes page. Notes will be organized by:

  • My Drafts: all unlinked notes you have created and own

  • My Recent Notes: the most recent linked notes that you have created and own

  • Company's Recent Notes: all other notes linked to a Salesforce record in your org that you do not own (but can collaborate on)

Why am I not able to collaborate on a note?

Check to make sure the note has been linked to a Salesforce record. All unlinked notes are not collaborative and personal to you. Also, check with your Salesforce administrator to ensure that you have been set up with the correct Salesforce permissions to make applicable edits.

What does it mean when it says my note is a "draft"?

Drafts are unlinked notes. Linking any “draft” note to a Salesforce record will make it accessible and collaborative by your team members in Dooly.

How do I see who is collaborating with me?

You are able to see who is collaborating with you in real-time. Colorful moving cursors with the initials of users actively collaborating will appear while you are working.

How do I see who collaborated with me on a note?

We’re keeping track of note collaboration activity in Dooly. Activity can be viewed on the note itself, through an activity feed. We track the activity of users once per session. The Dooly activity feed allows you to filter by users collaborating in the note on the left side of the notes "Sync" button.

How do collaborated Dooly notes get logged in Salesforce?

All sync activity on a note linked to a Salesforce record is associated with the original note creator (regardless of who pressed "sync"). In Salesforce, the activity of the meeting note will be logged to the owner of the note, not to any of the collaborators.

How are tasks assigned in a collaborated note? and how are they logged in Salesforce?

The current user drafting a task will be auto-assigned to the task (they can change it if they want to), and the note owner will be listed as the creator.

How will a collaborative note appear when sent to Slack?

If the note is getting sent to Slack, it will continue to appear with the owner’s credentials rather than collaborators.

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