This area is split into two parts: Notes and Activity.
Notes
Notes are used for ongoing site documentation.
They support rich formatting, allowing you to write clear, structured updates that are easy to read later.
You can use Notes for:
Handover summaries
Property updates or changes
Staff reminders
Internal observations
Each note includes:
Author
Date and time
This makes it easier to understand what happened and when, especially when reviewing past updates.
Improve Notes
Notes include an “Improve” option that helps refine your writing.
This is useful when:
Turning rough notes into a clearer summary
Making updates more professional
Preparing documentation for internal records
Manage Notes
You can:
Create notes
View note details
Edit existing notes
Delete notes when no longer needed
Export Notes (PDF)
You can download notes as a PDF for sharing or record-keeping.
The export includes filtering options:
Date range
Author(s)
This allows you to generate a clean, structured record of site updates without manual copying.
Activity
Activity is used for internal requests and updates that require action.
The workflow is simple:
Write your update or request
Use @ mention to assign it to a staff member
This ensures the right person is notified and responsible for follow-up.
Managing Activity
Activities can be:
Updated if details change
Removed if no longer relevant
This keeps communication clean and up to date.
