01What it is
The board holds reminder notes within the team, for example a request to buy tile adhesive or a call back to a customer. They are not job tasks from the schedule, nor issues reported on site.
The pin in the top bar shows the number of open notes addressed to you and to the whole company, and a window with the nearest ones. On a phone, the board is in the account menu.
- FIVE TYPES
- Task, purchase, fault, contact and other.
- ADDRESSED TO
- The whole company or one person, you included.
- URGENT
- A window for the addressee after sign-in.
02What it is for
Nothing lost on sticky notes
A purchase or a call back recorded in the application, with a due date.
Ticked off in one click
Done straight from the window under the pin.
A message for the whole company
A note addressed to the whole company is seen by everyone in the team.
03Main options
The board has a window under the pin in the bar, a full view with filters and the note form.
All notes with filters
Tiles: open for me, urgent, overdue and notes in view.
- Scope: for me, created by me, whole board
- Status (open, done, cancelled) and type filters, search
- Columns: note, addressed to, created by, due, status
What, for whom and by when
A title is required.
- Type: task, purchase, fault, contact, other
- Addressed to: whole company or a person
- Due: day and a time in 30-minute steps
- Job and customer when you have access to customers, and the text
- Urgent: a window for the addressee after sign-in, once per session
04Tasks step by step
- STEP 1Open the Board and choose New note with the Purchase type.
- STEP 2Address it to a Person, for example whoever handles orders, and set the due date.
- STEP 3Save. The addressee sees the note under the pin.
- STEP 1Click the pin in the bar and tick the note off in the window.
- STEP 2The author, the addressee, anyone for a note to the whole company and a person who can edit company settings can tick it off.
- STEP 3You can reopen a ticked-off note from the row action menu.
- STEP 1In the note form, tick Urgent: show at the next sign-in.
- STEP 2The addressee sees the note once, in a window after signing in. Use it sparingly.
05Actions
The most common tasks on the board.
New note
A note for the whole company or one person.
Tick off
Done in one click.
Urgent
A window for the addressee after sign-in.
06What it connects to
Choose a module to see what a note links to and what the board is not.
Tasks
Work to be done on a project belongs in tasks, not on the board.
Go to the topicTasksIssues
A problem on site is reported in issues, not on the board.
Go to the topicIssuesMy profile
The name from your profile appears in the Created by column of your notes.
Go to the topicMy profile