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Manage note categories (Beta)

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

Updated this week

Keep your notes clear and easy to find by using categories in the Manager Logbook.

You can view notes by date, edit category names, or delete categories that are no longer needed to keep your logbook up to date.


Here's how to organize your note categories:

  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.

    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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