01What it is
The board holds stand-alone internal reminders. A note needs no project and no labour hours, so it suits small matters that are not a task in the schedule.
Anyone signed in can create a note, including a worker with no access to other modules. The author is always visible, and the whole board is visible to the whole company.
The addressee sees an urgent note once, in a window after their next sign-in. Other notes wait on the board and under the pin icon in the application bar.
- FIVE TYPES
- Task, purchase, fault, contact and other.
- ADDRESSEE
- A specific person, including you, or the whole company.
- DUE
- A day and a time, in 30-minute steps.
02What it is for
Nothing gets lost in conversation
A matter passed on at the site goes on the board with its author and due time.
Anyone can write
Anyone signed in can create a note, with no extra permissions.
Clear what is done
You tick off a finished note and reopen it when needed.
Due time and urgency
Overdue and urgent notes have their own tiles.
03Main options
The board has a list of notes with views and filters, the note form and a preview in the application bar.
Open and urgent first
Open notes come before closed ones, urgent before ordinary, then by due time.
- Views: For me, Created by me, Whole board
- Status filter (open, done, cancelled) and type filter
- Search by title, text, project and customer
- Tiles: Open for me, Urgent, Overdue, Notes in view
A note for a person or the whole company
The note form, the same one for editing.
- Title (required) and text
- Type and addressee: whole company or a person
- Due: day and time
- Urgent: show at the next sign-in
- Project and customer, when you have access to the Customers module
04Tasks step by step
- STEP 1Open Account menu › Board and click New note.
- STEP 2Enter a title, for example material that ran out, and the text.
- STEP 3In Addressed to, choose Person and pick the colleague. Set a due time if needed and save.
- STEP 1Click the pin icon in the application bar or open the board.
- STEP 2Tick off the note. It moves to done.
- STEP 3If the matter comes back, reopen the note from the list.
05Actions
The most common tasks on the board.
New note
A reminder for a person or the whole company.
Tick off
The note moves to done.
Urgent
The addressee sees the note once, after their next sign-in.
06What it connects to
Choose a module to see how the board differs from other places in the application.
Tasks
Tasks belong to a project and carry labour hours. The board is for small matters without that.
Go to the topicTasksProjects
A note can be linked to a project if you have access to the Customers module.
Go to the topicProjectsCustomer list
A note can be linked to a customer, for example for a call to return.
Go to the topicCustomer list