Improve Project Notes Feature to Allow Multiple Notes for Organizing Miscellanous Info
Dave Robertson
Problem
The current Project Notes area is lame, and only allows for basic notes and doesn't allow text formatting or organizing of notes.
Right now, users are cramming all sorts of stuff into the basic Project Notes field:
- Notes from walkthroughs (like that leaky shower in the master bath!)
- Lists of repairs and what needs to be done
- Lender info and loan numbers
- Partner contact info and who's doing what
- Notes about the seller and potential buyers
- Lockbox codes and where to find the key
- Utility company info and account logins
- Quick calculations and numbers
- Meeting notes and to-dos
- Links to listings, Google Drive folders, photos... you name it!
It's a bit of a mess, to be honest. 😅
Users need a better place to organize all of these random project details that don't really fit anywhere else. Think of it like a digital notepad/junk drawer where they can dump all their miscellaneous data.
Solution
A Project Notes tool that allows users to create separate notes for differtent things, format them nicely and potentially add pics and even links to websites or Googl Drive. See screenshot attached:
Dave Robertson
Merged in a post:
Add formatting to project overview notes
Craig Herrmann
I would like to be able to add links to the project overview notes. I think additional formatting options to this note area will greatly enhance this area of the app.
Dave Robertson
Merged in a post:
NOTES
Michelle Mirasola
format the notes so that is maintains it own section with the date, time and who entered the note. And you could scroll down to see the different notes
Dave Robertson
We just launched our Project Updates feature which might be helpful for "Notes". You can add formatted notes and upload photos and pick the date/time you want to post the "Note".
https://www.flipperforce.com/house-flipping-blog/new-project-updates-feature-for-real-time-progress-updates-and-daily-logs
Dave Robertson
Hi Craig, thanks for the feedback. Yes, our current project description is just a "basic text" option which doesn't allow any formatting for creating paragraphs, font styling like bold/italic/underline or lists.
It sounds like you are wanting a "Rich Text" option which would allow you to doll-up your description.
We will put that on our road map as a future improvement.
Craig Herrmann
Dave Robertson: Thanks for the reply Dave. I would love to be able to add hyperlinks to different webpage for quick access. I use a Matterport 3D camera when purchasing my properties. Having weblinks available on the overview page will increase my teams productivity. Thanks!
Craig Herrmann
I like this idea as well. I added a suggestion for the notes area of a project to have formatting like a task note. I want to be able to add webpage links. These suggestions can work together.