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  1. Homepage - Ability to add sticky notes/notes

    201 votes

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    64 comments  ·  Users & setup » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Peter Pak commented  · 

    Hi Team,
    I would like a simple note or a notes area.
    That lives on the front screen that is persistent.
    Nothing fancy.
    Occasionally i need to be reminded of an item to do, next time i log in.
    As i work across multiple locations, this would be handy for when i log back in.

    Thanks
    Peter

    Peter Pak supported this idea  ·