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Leave a sticky note

Notes are yellow stickies for a person, a shift, or the whole account. They are not a chat and not an HR case file.

From the top bar

Click the yellow note icon. That opens general notes for the account.

From a person or a shift

On Dashboard or Contacts, the small note icon on a row opens notes for that person. On Timesheet, the note icon is for that shift.

Notes list
Notes module. Current and archived. Add note, then Load more if the list is long.

Write one

  1. Click Add note.
  2. Type the text.
  3. Save.

You can archive or delete from the note. Opening the linked contact or shift uses the same overlays as the rest of the app.

Notes follow the dark theme for the list and composer. The yellow icon in the top bar stays yellow on purpose.