Managing Notes (Admin)

Review, filter, and manage notes across your company's projects.

Notes List

Access the notes list from Admin → Data → Notes. The table displays all notes for the current date across all projects in your company.

Each row shows:

• ID: Unique note identifier
• Date: The date the note was written for
• Project: Project number and name
• Location: Associated location, if any
• User: Who created the note
• Note: Preview of the note body
• Files: Number of attached files
• Status: Export status indicator

Filtering Notes

Use the filter bar to narrow results:

• Project: Show notes from a specific project
• User: Filter by the note author
• Location: Filter by project location
• Date Range: View notes across a date range instead of a single day

Use the date navigation arrows to move between days, or apply a date range filter for broader views.

Note Details

Click the eye icon on any note to view its full details. The details page has three tabs:

Note Information

Shows all metadata: date, project, location, user, contractor, status, external ID, and the full note content. If there's a sync error, it is displayed in a red alert box.

Attachments

Lists all files attached to the note with:

• File name and title
• Status: Shows whether the file has been uploaded to Procore — Synced (green), Failed (red), or Pending (yellow)
• External ID: The Procore upload UUID, if exported
• Download: Click to download the file directly

Notifications & API Requests

Shows the full export history including API request/response details for troubleshooting sync issues.

Syncing Notes to Procore

Notes are automatically exported when created if Procore export is enabled for your company. You can also manually sync a note:

1. Find the note in the list
2. Click the sync icon (rotating arrows)
3. The note and its attached files will be sent to Procore