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Site Activity & Notes

The Activity & Notes tab is where you record and track day-to-day updates for a Site.

Written by Sarah May
Updated this week

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:

  1. Write your update or request

  2. 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.

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