Dashboard reports - Notes

Details on the Notes dashboard widget

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: All users

Previous Steps: N/A

What does the Notes dashboard report show?

The notes widget will show you a list of notes that you have created, either from here or elsewhere.

Actions available

You can create a new note from here by clicking Add. This will open the note creation screen. Enter the subject, body, and any tags you like, and click Save:

You can open any note from this widget by clicking it. If you click the ellipses on the right side, there are further options to open the note or archive it if you don't need this note active anymore.

How often is the panel updated?

The Notes report on the dashboard is updated hourly.

Where to next?

What other features does this relate to?

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