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<p align="right">
<a href="https://github.com/DjangoCRM/django-crm/blob/main/docs/django-crm_memo_features.md">English</a> |
<a href="https://github.com/DjangoCRM/django-crm/blob/main/docs/django-crm_memo_features-spanish.md">Español</a>
</p>

# Django-CRM Memo Features

In [Django-CRM](https://github.com/DjangoCRM/django-crm), a memo is an office memo that can be directed to department heads (team leads) or company executives,
allowing users to inform them or make decisions. A user can also create memos for themselves (todo list).

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## Roles and Access Control

Users can be in one of three roles related to a memo:
Expand All @@ -19,6 +26,8 @@ The person receiving the memo, typically for review or action. It can view the m

Users notified and allowed access to the memo. They can view the memo but cannot edit it.

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## States of a Memo

A memo can be in one of four states:
Expand All @@ -39,10 +48,14 @@ The recipient has reviewed the memo and may have taken action or assigned [tasks

The memo is still pending review, but its status indicates that it was postponed for further consideration.

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## Visibility

Only users with a relationship to the memo (owner, recipient, or subscriber) and administrators can view the memo. This ensures that sensitive information is only accessible to those who need it.

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## Creating a Memo

To create a new memo, users can follow these steps:
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When creating a memo, users can attach files and set reminders.

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## Editing a Memo

To edit an existing memo, users can follow these steps:
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2. Search for the memo you want to edit and click on it.
3. Make any necessary changes to the memo details or attach new files.

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## Memo Content and Collaboration

A memo contains:
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* Chat with participants to discuss the memo's content
* Reminders for tasks or deadlines related to the memo

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## Task/Project Creation from Memos

After a memo has been reviewed, management can create [tasks](https://github.com/DjangoCRM/django-crm/blob/main/docs/django-crm_task_features.md) or projects based on its content. The task/project is automatically linked to the memo, and users receive notifications.

Once a memo has been reviewed by the recipient, it cannot be changed by the owner.

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## Task Status Display

In the list of memos, the status of associated tasks is displayed, indicating their progress.

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