Skip to main content

Create a note (Beta)

Workstream US app for Managers — Use the Manager Logbook to leave daily notes, tag staff, and share updates with the right people.

Keep your team organized and make sure important updates reach the right people with the Manager Logbook.

You can create notes with text, photos, categories, and privacy settings, and use @mentions to notify specific team members.

📌 Manager Logbook needs to be turned on for your company, and you need permission to manage notes to create one. If you don't see Manager Logbook, ask your Super Admin.


Here's how to create a note:

  1. Open the Workstream US app.

  2. Tap More in the bottom tab bar, then tap Manager Logbook. If Manager Logbook is pinned to your tab bar, tap it there instead.

  3. Tap the + button to create a new note.

  4. Fill out the notes form:

    1. Choose a location.

    2. Type your note at the text box.

      • Use @mentions to tag a team member in the note. They’ll be notified and see that they were mentioned.

      • (Optional) Tap the 📷 camera icon to upload a photo.

  5. Set the privacy settings:

    • Public: Anyone working at the location can see it.

    • Confidential: Only selected workers and management staff can see it.

    • Management only: Only managers can view or be notified. It won’t be shown in the worker’s record.

  6. Choose an existing category or tap + New category to create one.

  7. Tap Save when you're done.

    creating notes.gif

Did this answer your question?