Guide
Find, archive and restore a note
Search every note you can see, or just the ones on one record, put the ones you are done with out of the way, and bring any of them back.
Before you start
- No special role needed. Anyone who can see a note can search it, archive it and restore it.
- Find it on Notes in the sidebar, or on the Notes tab of a client, a project or a deliverable.
Find a note
Type in the search box
The box at the top narrows the list as you type. It searches the title and the whole body of every note in view, not just the part you can see in the list. On a Notes tab that is every note on this one record.
Several words narrow rather than widen, and they need not be in the same place: search site visit and you will also find a note titled Site whose body mentions a visit.
Turkish spelling works both ways
Search ignores Turkish accents in both directions, so olcu finds a note that says ölçü and ölçü finds one that says olcu. The same goes for ş and s, ç and c, ğ and g, ı and i, ö and o, ü and u. Nobody has to remember how the note was typed.
Read the result, not the opening line
A matching note shows the sentence the match is in rather than the first line of the note, so you can tell from the list whether it is the one you wanted. A line under the results says how many matched.
Search every note at once
Notes in the sidebar searches across everything instead of one record at a time. The box at the top of the filters is called Search all notes and that is what it does: every note you can see, whichever client, project or deliverable it is filed on, plus the ones that are yours alone and the ones open to the whole company.
The filters under it decide what gets searched. All notes takes in the lot. Mine is the ones filed privately, which is not the same as the ones you wrote: a note you wrote and then shared with a project is no longer under Mine. Company-wide is the ones open to everyone, and picking a client or a project narrows the search to that one. Turkish spelling works both ways here exactly as it does on a tab.
The search and the filters live in the address, so a search is a link. Send it to somebody and they get the same list, filtered by what they are allowed to see rather than by what you are, and opening a result keeps the search behind it.
Archived notes are not searched
Archived notes are left out of the list, and search does not go looking for them either. So a note you archived will not turn up in a search until you turn on Show archived, and then it will.
WorkWiser says this rather than leaving you to work it out: when nothing matches and the switch is off, the empty result names the switch. A note that is there but archived is the single most common reason a search looks broken.
Archive a note
Use the menu on the row
On the Notes tab, click the three dots at the end of a note’s row and choose Archive. The note leaves the list and the tab tells you it is done.
Nothing is deleted
Archiving is WorkWiser’s only way of putting a note away, and it is reversible. There is no delete, for anybody: not the person who wrote it, not an admin. A note that mattered enough to write is not something the product will let you lose.
An archived note is read-only
Open one and you can read it, copy from it and follow its links, but not change it. A banner across the top says it is archived and offers Restore.
Bring one back
Turn on Show archived
The switch beside the New note button on a Notes tab, or at the foot of the filters on the Notes page, puts archived notes back in the list, each marked Archived. The switch is always there, even when there is nothing archived to show, so an archived note can never become unreachable.
Restore it
Click the three dots on the row and choose Restore, or open the note and click Restore in the banner. It goes straight back to being a normal, writable note.
When the list says it stopped looking
The Notes tab shows the 50 most recently edited notes and says so when there are more. A search on a tab reads further, up to the 500 most recently edited, and says so when it hits that too.
The Notes page has no such ceiling on what it looks at. It matches inside the database rather than reading rows out and sifting them, so a search there reaches every note you can see however many there are. It still lists the 50 most recently edited matches, and it says so when your search found more.
All of these lines exist for the same reason: a list that quietly stopped at 50 reads as "this client has 50 notes", and a search that quietly stopped looking presents "no matches" as a fact. WorkWiser would rather tell you what it did not look at.
Related
Ready to see it on your own work?
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