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Call Notes Overview

The Call Notes module is a specialized high-speed interface designed for capturing and managing notes during project updates or task reviews. It provides a tabular view for bulk editing custom fields and capturing detailed notes while maintaining a rapid workflow.

  • Project & Task Focused Views: Dedicated interfaces for viewing and updating notes for either Projects or Tasks.
  • Customizable Call Types: Define different "modes" for your calls (e.g., Weekly Sync, Budget Review) with specific column layouts, filters, and editable fields.
  • High-Speed Drafting: Take notes across multiple entries without immediate server saves. Unsaved notes are tracked as drafts and clearly indicated in the sidebar.
  • Batch Submission: Review all your draft notes and submit them in a single batch to generate a consolidated report.
  • PDF Export & Sharing: Automatically generate and share PDF reports upon submission, or download historical reports from the history drawer.
  • Access Control: Configure Call Types as Public or Private to restrict configuration visibility to specific users.

Module Structure​

The Call Notes module is divided into two primary sections accessible from the side navigation:

  1. Projects: View and manage call notes for projects. This view supports inline editing of canonical custom fields and creating new tasks.
  2. Tasks: View and manage call notes for individual tasks. This view leverages the standard task table infrastructure for filtering and column management.

Call Types​

Call Types are the foundation of the module. They allow you to:

  • Define Display Columns: Choose which standard and custom fields are visible in the table.
  • Configure Filters: Pre-define filters to focus on specific projects or tasks (e.g., "Active Construction Projects").
  • Select Editable Fields: For Project Call Types, choose which custom fields can be edited directly from the right sidebar while taking notes.

Workflow Summary​

  1. Select a Call Type: Choose the relevant Call Type from the sidebar to load the pre-configured view.
  2. Capture Notes: Select an entry (Project or Task) and use the right sidebar to type notes. These are saved as local drafts.
  3. Submit Batch: When the call is complete, use the "Submit Call Notes" button in the footer to save all notes and generate a report.
  4. Export/Share: Download the resulting PDF or share the report link with team members.