Keep your notes clear and easy to find by using categories in the Manager Logbook.
You can view notes by date, rename categories, or delete categories that are no longer needed to keep your logbook up to date.
📌 You need permission to manage notes to see Manage Categories. If you don't see it, ask your Super Admin.
Here's how to organize your note categories:
Open the Workstream US app.
Tap More in the bottom tab bar, then tap Manager Logbook. If Manager Logbook is pinned to your tab bar, tap it there instead.
You’ll see a list of notes sorted by date.
Tap the card icon in the upper-right corner, then tap Manage Categories. This opens the Categories page.
From here, you can:
Rename a category: Tap the category name and type a new one (up to 20 characters).
Delete a category: While you're editing, tap the red circled X. In the Delete category? window, confirm to delete it. All notes in that category move to Uncategorized.
Add a category: Tap the + button.