Manage Notes on the Individual Building Page

Add Notes to the Building Settings Page

If you're a Strata Manager, you can view and add notes for a Building on the Building Settings page.

You can use notes to keep track of important details and create reminders without needing to switch apps. Notes reduce the need for emails and streamline communication.

Contents

• Accessing Notes
• Adding Notes

Accessing Notes

Navigate to the building profile page 

Locate the "Notes" button, found alongside the "Rules" button under the building name.

Click "Notes" to open the Notes panel.

Add a New Note

In the Notes panel, click the "+ New note" button.

A modal titled "Add new note" will appear.

 Visibility Options

• Internal: Visible only to managers. Ideal for sensitive or operational remarks.

• Public: Visible to all users with access to the building profile. Suitable for shared updates.

Use the dropdown menu labeled Visibility at the top of the modal to switch between options.

 Filling Out the Note

• Note header: Enter a short, descriptive title.

• Note: Provide detailed information relevant to the building.

• Attachments (optional): Drag & drop a file or use Browse file to upload documents, images, or references.

Once completed, save and add new one to add more notes or Add. 

Delete an Existing Note

Click on the three black buttons to the right of the note

Select Delete

Select Delete to confirm

Edit an existing note

Click on the three black dots at the right of the note

Select Edit

Make any changes

Save

Strata Managers should contact us with any further questions regarding this process.