The Notes module provides a centralized workspace to track observations, issues, and action items across projects. With advanced filters, visual summaries, and detailed views, users can prioritize work, prevent delays, and maintain project accountability.
Filter notes to focus on critical tasks
Monitor priorities and deadlines
Identify blocked or overdue items quickly
Analyze note distribution across projects
Download reports for tracking and audits
Access detailed information for faster resolution
The Notes section includes powerful filters that apply across all note data, allowing you to quickly narrow down relevant information.
Defaults to the current month.
Supports custom date ranges or selecting all dates.
Filters notes based on the note creation date.
View notes related to specific projects. Focus on high-impact items by filtering based on priority levels.
Due Date
Filters notes that have a non-completed status and a due date on or before the selected date. Helps identify urgent and overdue work.
The dashboard provides a high-level view of note activity for the selected filters.
High Priority
Blocked
Due in 7 Days
Missed Dues
Total Notes
Clicking any datapoint redirects you to All Notes with the relevant filters already applied.
A pie chart visualizes the proportion of notes by priority level, enabling faster decision-making.
The All Notes view allows users to review individual notes and take appropriate action.
Information Displayed
Note name
Tags
Project
Priority
Status (Active, Completed, Blocked, etc.)
Created by
Due date
Selecting View Details provides deeper insights:
Export notes based on applied filters for reporting or review. Supported formats:
PDF and Excel. Predefined templates ensure structured data output.
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