In the notebook section, all the functionalities remain the same, but we have changed the interfaces on all notebook screens (Pages List, Tasks List, Groups) that will have performance improvements.
Dashboard:
This is how the notebook dashboard will look for the user:
All the functions remain the same;
1) Open, In Progress pages and then open tasks, today's task count will be displayed for the user at the top. If the user clicks on open tasks and today's tasks, the slider will open for the user to see the tasks.
2) Pages updates will be displayed on the right side of the screen.
3) The user can see the most recent 10 pages in all three tabs in the dashboard (Assigned, Created, and Pinned).
4) If the user wants to create a page for the worker, they can click the "Create Page" button at the top right of the notebook dashboard.
Create Page Changes:
Previously, the user had to enter three characters to load the contractor records and then select the worker to create a page. In the new interface, the system will load all the people and businesses in the "Contact" drop-down. The user can search using name (or) type (or) employee number to search for the worker for whom he wants to create a page and select them.
The rest of the fields remain the same. While creating a group, the form below will open for the user to enter the name, select the users from the drop-down, and save it.
View Page:
The user has to click the arrow icon next to the page number in the dashboard to view the page.
The page will initially load in view mode for the description, and if the user wants to edit it, he has to click "Edit", enter the contents, and click "Save" below the attachments section.
If the user wants to edit any other details, they can change them without clicking "Edit" in the description.
All the remaining functions are the same.
Note Addition:
The user can add notes and tasks inside the page as in the old interface by scrolling down the screen in the edit screen. They have to give the description, add attachments, and create the note using the "Add Note" button.
Task Addition:
Similarly, if they switch the tab to Task, they can enter the mandatory fields and click "Add Task" for task creation.
Pages List:
Pages list can be accessed from the dashboard using the "Lists" button in the top right.
The user can create the page in the pages list as well using the "Create Page" button at the top. No data will be displayed when the user gets into the Pages list screen; we have done this to improve performance, and if the user searches anything in the filter, the data will be displayed according to the search.
We have introduced a new filter called "Pinned Pages", If the user selects that check box and searches, the logged-in user's pinned pages (all) will be displayed.
Tasks List:
Similar to the Pages list, no data will be displayed when the user gets into the Tasks list screen; we have done this to improve performance, and if the user searches anything in the filter, the data will be displayed according to the search.
The user can create tasks using the "Create Task" button at the top.
The rest of the functions remain the same, they can view and edit the tasks from here in the task list.
Group List:
As in the old interface, the user can create groups in the group list screen. They can search for a group using the filter, edit and delete the group as well.
I hope you like the new interface for Notebook screens😊