Notes

Add daily notes and attach files to your project logs.

Creating a Note

1. Navigate to your project
2. Open the Notes section from the sidebar
3. Click "Add Note"
4. Select the date for your note
5. Write your note in the text area
6. Optionally attach files (see below)
7. Click "Save Note"

Attaching Files

You can attach one or more files to a note when creating it:

1. Click the Attachments file input below the note body
2. Select one or more files from your device
3. Review the file list — you can remove any file before saving
4. Click "Save Note" to upload the files and create the note

Viewing Your Notes

The Notes list shows all your notes for the current project, ordered by date. Each note displays:

• The note date
• A preview of the note body
• An attachment count badge if files are attached
• The export status (Pending, Synced, or Failed)

Export Status

If your company uses Procore integration, notes are automatically exported. The status indicator shows:

• Pending: Note has not been exported yet
• Synced: Note was successfully exported to Procore
• Failed: Export encountered an error — hover over the status for details
• Skipped: Export is not enabled for this project