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Track and manage notes (Beta)

Workstream US app for Managers — View and organize Manager Logbook notes. Edit, export, or delete entries to keep records clean.

Updated this week

Quickly find, filter, and manage notes created by you or shared with your location. Notes include the creator, date, category, photos, and @mentions, making it easy to track updates and notify the right people.


Here's how to manage notes:

  1. Open the Workstream US app.

  2. Go to the Manager Logbook page. Your app layout may look different because your organization might have different features enabled. Follow the instructions that match what you see:

    • If your app uses a sidebar menu

      1. Tap the ≡ menu icon in the upper-left corner.

      2. Tap Manager Logbook.

    • If your app has a bottom navigation bar

      1. Go to the Work homepage, then tap Manager Logbook.

  3. You’ll see a list of notes sorted by date.

    • Each note shows a preview of the content, the person who created it, the date, and the category.

    • Tapping a note opens the full details, including any photos or @mentions.

    View and manage notes.gif

  4. Tap the filters for categories or locations.

  5. Narrow down your search by filtering through team members, jobs, and date created.

    Filtering notes.gif

  6. Tap a note to open it.

  7. Tap the three-dot menu (•••) at the upper-right corner.

  8. From here you can:

    • Edit the note

    • Export the note to PDF

    • Delete the note

    Edit, export, or delete a note.png

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