Assign tasks

The notes functionality in AyloCare allows users to create, view, and manage notes directly from the dashboard, sharing them with your customers. Below is a guide on how to use this feature effectively.

Creating a Note

To create a new note, follow these steps:

1. Navigate to the Notes section in the dashboard.
2. Click on the Create Note button.
3. Enter a title for your note in the Title field.
4. Optionally, add content to the Content field.
5. Use the formatting options (Bold, Underline, etc.) to style your note if needed.
6. Click Save to store your note.

Viewing Notes

To view your existing notes:

1. Go to the Notes section.
2. Your notes will be listed with their titles, creator name and creation dates.
3. Click on a note to read its content.

Managing Notes

Sharing and Visibility

You can decide to share your notes with your customers or lock them to hide their visibility. This is useful for controlling who can view specific notes.

Editing Notes

You can edit the details of a note at any time, but only if you are the creator of the note. This ensures that only authorized users can make changes.

Deleting Notes

Notes can be deleted if they are no longer needed. This action is irreversible, so proceed with caution.

Adding Comments and Discussions

Under each note, you can add comments to open a discussion with your customers. You can edit or delete only your own comments, maintaining control over the conversation.

Searching Notes

You can search for notes by their title or content using keywords. This makes it easy to find specific notes quickly.