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Notes

Create and manage Notes to communicate with other users on the project.

Stages_Project-Notes-web.png

Overview

  1. Search bar - used to search notes by their name
  2. Notes List - displays the notes regarding to the chosen stage and filters.
  3. Note Details Side Panel - main note panel


Note List

Comprehensive list of every note available in the project.

List Description

The note list displays all the necessary information to find the specific note you are looking for. The notes are displayed in rows, starting with the chosen note Icon, followed by the note name. Further on we can see the author of the note and when was the last time it was modified. Finally we are left with two icons which determine if the said note has notifications turned on and if location was assigned.

StagesProjectNotesLine_WEB.png

 
Note Filter

ProjStages_NotesFilterWindow_WEB.png

You can use various Filters to help you in the search of specific Notes:

  • By type

Check every note type you wish to see. (If left unchecked, all the note types will be displayed)

  • By author/stakeholder

Select an author/stakeholder you wish to see the notes of, from the list of available project members.

You can choose multiple users to filter by

Check the Only my notes box to quickly filter  through the notes created by you

  • By date range

Currently there are three range filters available:
Creation, Modification and Stage.

First two being self explanatory, the Stage Range
lets you filter through notes of multiple Stages by
the dates specified in the Stage Scan Date.


Note Details

Main body of the Note, containing all of the main Note Features.

Note infoStagesProjectNotesRightPanelFull_WEB.png

The top section is dedicated to all the general comment information StagesProjectNotesMoreOptions_WEB.pngas seen on the panel screenshot to the right.
The more options more-options-button.png button reveals additional note actions, shown here >>>

The Note transfer lets you move the note between stages, while Note's url copies the note's web link for quick sharing. You can toggle the e-mail notification from here as well.
If the notification's on, the message StagesProjectNotesEmailNotifIcon_WEB.png icon will appear on the top of the comment panel.
Notes can be pinned to the surfaces in the 3D space. Location StagesProjectNotesLocationIcon_WEB.png icon will tell you if the note has been assigned in the virtual environment, by turning blue.

See Matterport section for Note placement in 3D

Right next to it are located tabs displaying the Note Type and it's Status. You can expand each of them to see all possible options as well as change them from here.

Stakeholder can be set from the list of available users in this tile.
(it's not required

Lastly there's the note description, that lets you describe the matter of the note. 
Having necessary permissions, an edit StagesProjectNotesDescriptionEditIcon_WEB.png icon will appear at the end of the tile, letting you edit the description of the note.

See the User Roles for more information on permissions

 
MediaStagesProjectNotesAddAttachments_WEB.png

The media section is dedicated to attachments. You can add: pictures, videos, audio files and text documents. Additionally there's an option to take a screenshot and record an audio file. >>>

To access these actions, press the StagesProjectNotesAddAttachmentsButton_WEB.png button, located right under the Media title.

StagesProjectNotesAttachmentsPanel_WEB.png

Media files, attached to the note are then displayed in the following section, grouped by type of the selected file family together with their total number as seen here >>>

You can browse through every external file uploaded to all of the notes in the project (and components) with the use of File Browser located in the Documents View

CommentsStagesProjectNotesCommentSection_WEB.png

Comment section lets you communicate with other project users.
Each comment shows it's author, time it was created.
If the post was edited or deleted, it will be displayed as well.
Edit and delete actions are located in the more options more-options-button.png icons.

Replying to a comment will notify the original poster about the reply


Note Creation

StagesProjectNotesAddNoteButton_WEB.pngTo create a note, scroll down to the bottom of the Note List and press the Add note button. An empty Note Details side panel will expand, where you will be able to set all the necessary information as explained earlier above.

When creating a Note, the Note Name will default to the date and time of the Note creation. You can change that anytime