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Creating and Managing Call Notes

The Call Notes module allows you to capture updates across multiple projects and tasks quickly.

Creating a Call Type​

Call Types define the structure of your note-taking sessions. Each Call Type can be configured for either Projects or Tasks.

To create a new Call Type:

  1. Navigate to the Call Notes module.
  2. In the sidebar, click Add New Call Type.
  3. Follow the configuration steps in the modal:

Step 1: Base Information​

  • Call Type Name: A descriptive name for the configuration.
  • Access Level:
    • Public: Visible to all users in the workspace.
    • Private: Visible only to the owner and explicitly added users.
  • Allowed Users: (Private only) Add specific users who can view and use this Call Type.

Step 2: Display Columns​

  • Select the columns (standard fields and custom fields) that should be visible in the table.
  • Use the Search bar to find specific fields.
  • Drag columns to re-order them as they will appear in the table.

Step 3: Editable Fields (Projects Only)​

  • Select which Custom Fields should be editable directly from the right sidebar.
  • Note: This step is skipped for Task Call Types, as task details are managed via the canonical task module.

Working with Notes​

Capturing Drafts​

  1. Select a Call Type from the sidebar.
  2. Click on a row in the table to open the Right Sidebar.
  3. Type your notes in the Call Notes section.
    • You can use @mentions to tag users.
    • Notes are automatically saved as Drafts.
  4. For Projects, you can update any fields configured as Editable in the Entry Details section.

Tracking Pending Notes​

  • As you take notes across different entries, a Badge Count appears next to the Call Type name in the sidebar. This indicates how many entries have unsaved changes.
  • Draft notes are persisted as you navigate between different projects or tasks within the same Call Type.

Submitting and Exporting​

Submitting Call Notes​

Once your note-taking session is complete:

  1. Click the Submit Call Notes (X) button in the floating footer.
  2. Review your changes if prompted.
  3. Confirmation will when the Share Report modal.

Sharing and Exporting​

  • Share Link: After submission, you can copy a direct URL to the consolidated report.
  • PDF Export: Click the Download PDF button in the Share Report modal to save a copy for offline use.
  • History: Access the History drawer from the header to view and download past submissions for the current entry.

Project Actions​

When working in the Projects view, you have additional actions:

  • No Update: Quickly mark a project as reviewed with no changes.

  • Add Task: If a project update requires a new task item, click Add Task to open the task creation modal. The task will be automatically linked to the current project.

  • Keyboard Navigation: Use Arrow Up/Down to move between rows in the table while the sidebar is open.

  • Inline Saving: Use Ctrl/Cmd + Enter to quickly submit notes while typing.

  • Sidebar Toggle: Collapse the left sidebar to maximize table space during long capture sessions.