Photos and communication
Organize notes with boards, lists, sharing roles, and mentions
Create a board structure, share it with the right access level, and manage active/archived notes. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, manager.
- Authenticated user
- membership for shared boards
- project access for project-linked notes.
My Work → Note Boards (#/boards); Manage Boards (#/boards/manage)
Organize notes with boards, lists, sharing roles, and mentions
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Open the workspace
In JobBuddy, go to My Work → Note Boards (#/boards); Manage Boards (#/boards/manage).
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Confirm access and starting state
Authenticated user; membership for shared boards; project access for project-linked notes.
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Complete the main setup
Review create/edit/star board, Viewer/Editor/Admin roles, Shared notes, lists and drag/drop, group by None/Project/User, Status and Date filters, mentions/comments/attachments, archive/restore, and ownership consequences before delete.
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Verify the result
Create a board structure, share it with the right access level, and manage active/archived notes.
Expected result: Create a board structure, share it with the right access level, and manage active/archived notes.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Authenticated user; membership for shared boards; project access for project-linked notes.
The result is incomplete or unexpected.
Board membership roles, shared-note virtual views, list/project/user grouping, mentions, comments, attachments, active/archive filtering, and board deletion are separate concepts.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Create a board structure, share it with the right access level, and manage active/archived notes.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.