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Manage note categories

Workstream US app for Managers - Access the Logbook to view, edit, and organize notes by category.

Updated over a month ago

The Manager Logbook helps you stay organized by grouping notes into categories. From the app, you can access the logbook, view your notes by date, and manage categories to keep records clear.

Categories can be edited to reflect updated terms or deleted if no longer needed, ensuring your logbook stays clean and relevant.

  1. Open the Workstream US app.

  2. Tap Work, then Manager Logbook.

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

    View and manage notes.gif

  4. Tap the three-dot menu ••• in the upper-right corner.

  5. Tap Manage categories.

  6. From here, you can:

    • Edit category name

    • Delete a category

    managing categories.gif

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