Job Internal Notes
As an Admin I can add internal notes to a Job. These notes can be viewed and edited by all other Admins but cannot be seen by Crew.
To add an internal note, the Job must be published and not be in draft status.
Job in Draft Status
When the Job is in draft status, the ‘Internal note’ text input box will not be available in the sub-navigation dropdown in the Job Details popin.
Internal notes text input box not available
To add an internal note to a ‘Single day Job’, Admin will navigate to the Job and click publish.
Publish the Job
With the Job selected. Click on the edit icon or the Jobs > Edit Job in the menu.
Clicking the edit Job button
The Job details popin opens. Click on the sub-navi bar then click on Internal notes.
Internal notes in the sub-navi bar
Admin adds an internal note in the text box that appears. Then clicks SAVE.
Adding and saving a Job internal note
The text that Admin adds in the text box must have a character count of under one thousand or an error message will appear. Admin will have to remove some characters before the SAVE button will become active and they will be able to save.
Error message
The note appears in the Job with the author's avatar, full name and date and timestamp of when the note was created.
Authors details
Anytime any Admin edits this Job, they can view the internal note.
Internal note
Admins can edit or delete the note. The edit and delete icons appear when hovering over the note.
It’s important to note that all Admins can edit and delete their own and other Admins notes regardless of permission levels.
Hovering over the note
It is not possible to add internal notes to more than one Job. The internal notes tab will not be available in the sub-navi bar.
Two Jobs selected
It is also not possible to add Internal notes to all the dates in a multiple day Job but internal notes can be added to individual days within the multi-day Job.
Individual Job selected - Multiple Day Job
Moving / Copy and Pasting Jobs
Jobs that are moved to a new date or moved to another board will have the internal note moved with them.
Moved Job
Jobs that are copy and pasted will not copy over the internal note.
Copy and pasted Jobs
Board Internal Notes
Admin can add an Internal note to a Board. Only other Admins can view and edit this note. Crew cannot see it.To add an Internal note to a Board, Admin clicks on the Board name and the Board settings popin opens.
Board Setting popin
Admin clicks on the sub-navi tab, then on Internal notes.
Sub-navi tab with Internal notes item
Admin adds their note then clicks SAVE.
Board notes
The Admins name, avatar and a date / time stamp of the author of the note are visible.
Note author details
Hover over the note to edit or delete the note. This note can be viewed, edited or deleted by any other Admin with access to the Board.
Edit and delete icons.