Board

Internal notes for the team: a task, a purchase, a fault or a contact to make. You address a note to the whole workshop, a specific person or a location, and the recipient sees an urgent note in a pop-up right after signing in.

01What it is

The board holds reminder notes within the team. They are not job tasks with labour hours, CRM reminders or calendar visits.

The pin in the top bar shows the number of open notes addressed to you and a pop-up with the latest ones. On a phone the board is in the account menu.

FIVE TYPES: Task, purchase, fault, contact and other.
TO WHOM: The whole workshop, a person or a location.
URGENT: A pop-up for the recipient after signing in.

02What it is for

Nothing lost on sticky notes

A purchase or fault recorded in the app, with a due date.

Ticked off in one click

Done straight from the pop-up under the pin.

A message for a location

Everyone in the chosen location sees the note.

03Main options

The board has a pop-up under the pin in the bar, a full view with filters and the note form.

Every note with filters

Tiles: open for me, urgent, overdue.

Scope: for me, issued by me, the whole board
Status filters (open, done, cancelled) and type, search
Columns: note, recipient, issued by, due date, status

04Tasks step by step

STEP 1Open the Board and add a note with the Purchase type.
STEP 2Pick the recipient, for example the person who orders parts, and set a due date.
STEP 3Save. The recipient sees the note under the pin.

05Actions

The most common tasks on the board.

New note

A note for the team, a person or a location.

Tick off

Done in one click.

Urgent

A pop-up for the recipient after signing in.

06What it connects to

Choose a module to see what the board is not.

CUSTOMERS

Jobs

A note can be linked to a job and a customer.

Go to the topicJobs