NOTE TEMPLATES
A
Accepted Locust
The need for Note Templates to streamline the process of creating notes within the system. Currently, users must manually enter similar content for recurring scenarios, which is time-consuming and prone to inconsistency. Note Templates will allow users to create and save standardized templates for common note types (Intake Template, Daily Progress Template, Work Complete Template, Collections Template, Etc. This will allow faster, more efficient note-taking and improved consistency across the team with the important details needed.
X
Xenia silver Canidae
want to request Note templates for Drybook as well! Would be very useful during initial inspection, scope notes, etc.
L
Little Raccoon
Also adding the ability to make some changes to the “Notes” sections such as being able to Highlight, Change Font Color, Bolding and Bullet points. That way we can personalize notes to highlight for better tracking.