Find, archive and restore a note

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.

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.

The Notes tab of a client, a project or a deliverable shows Filed here first: the notes that live on this record. Below it, Mentions this holds the notes that name this record but are filed somewhere else, so a decision written up on one project still turns up on the client it was about.

A note that is both filed here and mentions this record appears once, under Filed here. The search box searches both groups, and Show archived applies to both. You are only shown notes you could already open, so there is nothing hidden behind a count.

A to-do has no Notes tab, so the notes that mention it are gathered in the to-do’s own panel instead, under Mentioned in. Open the to-do and they are there. The same rule applies as everywhere else: you are only shown the notes you could already open, and never a count of the ones you could not.

A person has no such list, because WorkWiser has no page for a person to put one on. Being mentioned reaches you as a notification at the time, and after that through the filter below.

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.

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.

Pick a project and the deliverable box under it comes to life, holding that project’s deliverables, so you can narrow all the way down to one. It waits for a project rather than listing every deliverable in the organization, and it says so while it is waiting.

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.

Mentions me, at the foot of the filters on the Notes page, narrows the list to the notes that name you. It sits alongside the other filters rather than replacing them, so you can ask for the ones that mention you on a single client, or among the company-wide ones, or across everything at once, and the search box still applies on top.

It lives in the address like the rest of the filters, so it is a link you can keep. And it never counts what it is not showing you: a note that mentions you but is not yours to open is simply not there.

Open the note and click the three dots at the top, beside the control that says where the note is filed, then choose Archive. This is the route that works for every note wherever it is filed, including the ones that are yours alone and the ones open to the whole company.

Nothing navigates away. The note turns read-only where it is and the way back is right there, so an archive you did not mean is one click from being undone.

On the Notes tab of a client, a project or a deliverable, 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.

The rows on the Notes page have no menu of their own, because the whole row is the link that opens the note. Open it and use the note’s own menu instead.

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.

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.

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.

Open the note and click Restore in the banner across the top. On the Notes tab of a client, a project or a deliverable you can also click the three dots on the row and choose Restore. Either way it goes straight back to being a normal, writable note.