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Dashboard - Ability to add sticky notes/notes

To have notes in the Xero Dashboard.

Purpose: Users within the Xero org can leave the notes and easily remind one another.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Helen MacGregor commented  ·   ·  Report

    Love a list, so a "To-do List" on the dashboard would be awesome with due dates.

    Even a calendar too for recurring dates like PAYE payment dates and beer duty dates and other deadlines.

  • Nicholas Smith commented  ·   ·  Report

    Yes - a pinned note with rich text formatting (eg. Bold, Underline, Text Colour) is incredibly critical.

    The ability for this note to popup upon Contact select on Invoicing/Bills would also be incredible (ie. when Customer selected on New Invoice, popup with Pinned note becomes visible to alert user of any critical information about customer).

  • Luke Ensabella commented  ·   ·  Report

    Great idea and I would use this significantly! Xero please develop this!

  • Katie Silverstein commented  ·   ·  Report

    Create an accounting to-do list on the dashboard. For example, the HR system Rippling has a feature like this. You can sort tasks by completed/ uncompleted/ all tasks, by due date/ employee/ priority, etc.

  • Anja Carr commented  ·   ·  Report

    Would be great to put a reminder up for certain dates.

  • Lauri Matthews commented  ·   ·  Report

    This would be very useful. Especially if everyone could see it.

  • Eric de Jager commented  ·   ·  Report

    Yipp or even just making notes for yourself to see in your Dashboard

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