Notes
This module allows you to add notes, checklists for employees.
Features
- Note Creation: Create rich-text notes with formatting options
- Checklists: Create interactive checklists with progress tracking
- Personal Notes: Private notes visible only to the creator
- Shared Notes: Collaborate on notes with team members
Requirements
- Open Core Business Suite (Base System)
Installation
- Download the Notes module package
- Extract the module to
Modules/Notes - Run the installation command:
php artisan module:enable Notes
php artisan migrate
- Clear the application cache:
php artisan optimize:clear
Usage
Creating Notes
Navigate to Productivity > Notes to manage your notes:
- Create notes with rich text formatting
- Add images and attachments
- Organize notes with tags and categories
- Search across all your notes
Personal Notes
Keep private notes for personal use:
- Notes are visible only to you
- Secure storage for sensitive information
- Quick access from dashboard
- Mobile access via employee app
Shared Notes
Collaborate with team members:
- Share notes with specific employees
- Share notes with entire departments
- Track who has viewed shared notes
- Collaborative editing capabilities
Checklists
Create and manage checklists:
- Add checklist items to any note
- Track completion status
- Reorder checklist items
- View completion progress
Organization
Keep notes organized:
- Create folders and categories
- Tag notes for easy filtering
- Pin important notes
- Archive old notes
Configuration
Access module settings at Settings > Notes to configure:
- Default note visibility
- Maximum attachment size
- Available formatting options
- Sharing permissions