Productivity Tools

This page covers three lightweight productivity addons: Calendar, Notes, and Noticeboard. Each is an independent addon module that can be enabled separately.

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Calendar

Addon Required

This feature requires the Calendar addon to be enabled. Go to Settings > Addons to activate it.

Navigate to Calendar from the main menu to access the shared calendar.

The Calendar provides a FullCalendar-based interface for scheduling events, meetings, and appointments. Events are visible to their creator and any assigned attendees.

Viewing Events

The calendar supports multiple views:

• Month View: See all events across the month
• Week View: Detailed view of the current week
• Day View: Focused view of a single day

Events are color-coded by type. Each event type has a default color, which can be overridden with a custom color when creating the event.

Event Types

The following event types are available:

Type	Default Color
Meeting	Blue
Training	Yellow
Holiday	Green
Deadline	Red
Company Event	Teal
Interview	Purple
Onboarding Session	Orange
Performance Review	Cyan
Client Appointment	Indigo
Other	Gray

tip

If the Field Manager addon is enabled, the Client Appointment event type allows you to link an event to a specific client from the Field Manager client list.

Creating an Event

1. Click on a date or time slot in the calendar, or use the Add Event button
2. Fill in the event details:
   • Title (required)
   • Event Type (required, select from the available types)
   • Start Date/Time (required)
   • End Date/Time (optional)
   • All Day (toggle for full-day events)
   • Attendees (select employees to invite)
   • Location (optional, for physical meeting place)
   • Meeting Link (optional, URL for virtual meetings)
   • Client (available only when Field Manager addon is active and event type is Client Appointment)
   • Description (optional)
   • Color (optional, overrides the event type default color)
3. Click Save

The event creator is automatically added as an attendee.

Editing an Event

1. Click on an event in the calendar
2. View the event details including attendee avatars
3. Click Edit to modify the event
4. Update any fields and click Save

Deleting an Event

1. Click on an event in the calendar
2. Click Delete and confirm

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Notes

Addon Required

This feature requires the Notes addon to be enabled. Go to Settings > Addons to activate it.

Navigate to Notes from the main menu to access your personal notes.

Notes is a personal note-taking tool where each user manages their own private notes. Notes support rich text content, checklists, tags, pinning, archiving, and color-coding.

Viewing Notes

Notes are displayed in a card grid layout. The view options include:

• Active: All non-archived notes (default view)
• Pinned: Only pinned notes
• Archived: Notes that have been archived

Use the search bar to find notes by title or content. You can also filter by tag using the tag dropdown.

Pinned notes always appear at the top of the list. Within each group, notes are sorted by custom order and then by last updated date.

Creating a Note

1. Click the Add Note button
2. Fill in the note details:
   • Title (optional, but at least one of title, content, or checklist items is required)
   • Content (optional, rich text)
   • Color (optional, sets the card background color)
   • Pinned (optional, pin to top of list)
   • Tags (optional, type to add existing tags or create new ones)
   • Checklist Items (optional, add items with checkboxes)
3. Click Save

Checklists

Notes can contain checklist items with the following features:

• Add multiple checklist items to a note
• Toggle individual items as complete or incomplete
• Reorder checklist items by dragging
• A checklist summary shows the count of completed items out of total items
• Add, edit, or delete individual checklist items after the note is created

Tags

Tags help organize your notes into categories:

• Type a tag name to create a new tag or select an existing one
• Tags are user-specific (each user has their own tag library)
• Tags display with a color badge on note cards
• Filter notes by tag to find related content

Pinning and Archiving

• Pin: Toggle the pin status to keep important notes at the top of your list
• Archive: Move a note to the archive to declutter your active view. Archiving automatically unpins the note. Notes can be restored from the archive at any time.

Reordering Notes

Drag and drop note cards to reorder them. The custom order is saved and persisted across sessions.

Deleting a Note

Click Delete on a note to soft-delete it. Deleted notes are moved to trash.

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Noticeboard

Addon Required

This feature requires the Noticeboard addon to be enabled. Go to Settings > Addons to activate it.

Navigate to Noticeboard from the main menu to manage company notices and announcements.

The Noticeboard allows administrators to publish notices to the entire organization, specific teams, or individual employees.

Notice List (Admin View)

The admin view displays all notices in a DataTable with:

• Title
• Description (truncated preview)
• Notice For (All, Employees, or Teams -- shown as a colored badge)
• Expiry Date (expired dates are highlighted in red)
• Status (Active or Inactive)
• Created By (user avatar and name)

Filtering

• Status Filter: Filter by Active or Inactive
• Notice For Filter: Filter by audience type (All, Employees, Teams)
• Date Filter: Filter by expiry date
• Search: Search by title or description

Creating a Notice

1. Click Add Notice
2. Fill in the notice details:
   • Title (required)
   • Description (required, up to 1000 characters)
   • Notice For (required, choose one):
     • All: Visible to all employees
     • Employees: Select specific employees
     • Teams: Select specific teams
   • Expiry Date (optional, must be today or a future date)
   • Status (Active or Inactive, defaults to Active)
3. If you selected Employees, choose the specific employees from the dropdown
4. If you selected Teams, choose the specific teams from the dropdown
5. Click Save

Editing a Notice

1. Click Edit from the actions menu
2. Update the notice details
3. If you change the audience type, the previous employee or team assignments are cleared and you can assign new recipients
4. Click Save

Toggling Status

You can quickly toggle a notice between Active and Inactive without opening the edit form.

Deleting a Notice

Click Delete from the actions menu. This removes the notice and all its employee and team associations.

Employee View (My Notices)

Employees see a read-only card-based view of notices relevant to them. A notice is visible to an employee if:

• The notice is set to All
• The notice is set to Teams and includes the employee's team
• The notice is set to Employees and includes the specific employee

Only active and non-expired notices are shown. Notices are ordered by creation date with the most recent first.