Homepage - 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.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
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Anja Carr
commented
Would be great to put a reminder up for certain dates.
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Lauri Matthews
commented
This would be very useful. Especially if everyone could see it.
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Eric de Jager
commented
Yipp or even just making notes for yourself to see in your Dashboard
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AdminXero Team
(Admin, Xero)
commented
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.