Add Notes to the Building Settings Page

Building Managers can view and add notes for a Building on the Building Settings page.

With Notes, Building Managers can keep track of important details and create reminders without needing to switch apps. This can reduce the amount of time spent on some administrative tasks and cut down on the number of emails sent by the Organisation.

Contents

• Accessing Notes
• Adding Notes

Accessing Notes

1. Go to the Jobs page (Wrench Icon )

2. Select the Job 

3. Click the three dots in the right of the row then select 'View building page'

4. Or, go to the Buildings page (Buildings Icon )

5. Select the Building by clicking the Plan Number

6. On the Building Settings page, click the 'Notes' tab

Adding Notes

1. Enter a Subject and Note 

2. Click 'Browse to upload' to add any images, videos or files

Note: Files can also be added by dragging and dropping them

3. Select the 'Type' of Note, either 'Internal' or 'Public Page'

• 'Internal' notes will remain private
• 'Public Page' notes will appear on the Public Page of a Job (visible to anyone with the page's URL link)

4. Select 'Add'

For more information, please see Upload Documents to the Building Settings Page and Add Building Rules on the Building Settings Page.

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