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Track and manage notes

Workstream US app for Managers — View and organize Manager Logbook notes. Edit, export, or delete entries to keep records clean.

Updated over a month ago

The Manager Logbook lets you view, filter, and manage notes created by you or shared with your location. Notes include details like creator, date, category, photos, and @mentions.

You can filter by category, location, team member, job, or date to quickly find what you need, then edit, export to PDF, or delete notes as required.

  1. Open the Workstream US app.

  2. Tap Work, then Manager Logbook.

  3. You’ll see a list of notes sorted by date.

    • Each note shows a preview of the content, the person who created it, the date, and the category.

    • Tapping a note opens the full details, including any photos or @mentions.

    View and manage notes.gif

  4. Tap the filters for categories or locations.

  5. Narrow down your search by filtering through team members, jobs, and date created.

    Filtering notes.gif

  6. Tap a note to open it.

  7. Tap the three-dot menu ••• at the upper-right corner.

  8. From here you can:

    • Edit the note

    • Export the note to PDF

    • Delete the note

    Edit, export, or delete a note.png

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