Add notes to a sheet

Who canAdminManagerCrew

A note is a pin on a sheet that holds words, and photos, videos, documents or a part of another sheet if you like. Everyone on the project can open and read notes; Admins, Managers and Crew can add them.

Add a note

Open the sheet and tap the round toolbox button in the bottom-right corner, then Notes.
Tap the spot on the sheet the note is about (click it on a Mac). A pin drops there and New Note opens.
Type in Note.
To attach something, tap the paper clip beside Attachments and choose:
- Add Media for photos and videos already on your device.
- Take Picture to use the camera.
- Link Document for a document from the project’s Documents.
- Link Plan Sheet for a sheet, or an area of one.
Tap Save. “Note saved” shows, and the pin stays on the sheet in your trade’s colour.

Others on the project get a New Note notification that names you, and opens the sheet with your note picked out.

Open a note

Tap its pin (click it on a Mac). The note shows who wrote it and their trade, when it was updated, its photos and words, and any Linked Documents and Plan sheets. Tap a photo to see it full screen, swipe or use the arrows to see the others, and share it from there. View in plans on a linked sheet opens that sheet, zoomed to the part that was linked.

A note written in another language is shown in yours, with Show original to read what was written.

Edit or delete a note

To edit, open your note, tap Edit under its words, change it and tap Save. Only the person who wrote a note can edit it.
To delete, open the note, tap the trash can at the top, then Delete. You can delete your own notes, and Admins can delete anyone’s. You can also delete a note from Layers.

Link part of another sheet

After Link Plan Sheet, go to the sheet you want (All sheets lists them), zoom in on what matters or tap Select area and drag a box over it, then tap Attach. You’re back on your note with a picture of that area. See Links between sheets.

Good to know

Offline, you can add, edit, hide and delete notes and link documents; they wait in your Outbox. A new photo or video needs a connection: the app says so and keeps your words, so save the note without it and add the photo later.
If you link a document some people can’t open, the app tells you who, and offers Share and link or Link without sharing.
Someone with no trade on the project gets a black pin.
On Android, the back button closes Link Documents and takes you back to your note.
On a Mac, Add Media opens the Mac’s file window and Take Picture opens the camera in a window, including an iPhone’s camera with Continuity Camera.