Daily Operations

Notes

Your private notebook, reached from Productivity › Notes in the sidebar. Everything here is yours: you see the notes you created, and nobody browses another person's list.

Notes

Ordinary written notes — a title, rich text, labels and file attachments. Create one with Add note.

Your sticky note

The Notes tab is split into two columns: your notes on the left, and your sticky note beside them on the right. It is the very same note that appears on your dashboard — not a copy. Type here and it is on the dashboard; type there and it is here. It saves by itself when you click away, so there is no Save button. On a narrow screen the pad moves below the list. Scribbles and Journal do not show it.

Scribbles

Drawings — sketches, diagrams and flow charts. Create one with Add scribble, which opens a drawing pad right in the browser; drawings made in the mobile app land on this tab too.

Journal

Journal entries, kept apart from ordinary notes so a running log does not bury your working notes. This tab reads by day rather than as a table: entries appear newest day first under Today, Yesterday and dated headings, each showing the time it was written. Create one with Add journal entry.

Picking a category

A note's category is chosen when it is created and does not change afterwards. Use the Add button on the tab you want the note to live in.

One toolbar

Everything lives on a single bar above the pad, grouped so it reads as a handful of controls rather than a wall of icons: the tools you click straight away (Select, pen, text, eraser), then Shapes and Connectors behind a small arrow, then the styling pickers (ink, fill, line weight, paper), then the actions (highlight everything, duplicate, undo, redo, clear), with AkbAI at the far right. Each picker’s button wears the choice currently in force — the shape it will draw, the ink it will use — so the bar always tells you what you are holding.

Sketch by hand

Pick the pen and draw. Choose one of the six ink colours and one of three line weights — thin, medium or thick. The eraser removes whatever you drag it over.

Build a workflow

The shape tools are named after what they mean in a flow chart: process step (box), decision (diamond), start or end (pill) and oval, joined with the connector arrow or a plain line. Drag to draw a shape and it immediately asks for its label, so a diagram reads properly the moment it is finished.

Change your mind

Switch to Select to move a shape, drag its corner to resize it, or drag either end of an arrow to re-point it. Double-click any shape to rename it, press Delete to remove what is highlighted, and use Undo / Redo for anything else. Clear the pad starts over.

Move several shapes at once

With Select, drag a box over part of the diagram to highlight everything it touches, Shift-click to add or remove one, or press Ctrl+A (Highlight everything on the toolbar) for the lot. Drag any highlighted shape and the whole group moves with it, keeping its spacing. Ink colour, fill and line weight apply to the whole highlight too, and Delete removes it in one go. Esc clears the highlight.

Copy a shape

Duplicate on the toolbar (or Ctrl+D) copies whatever is highlighted and drops the copy just below and to the right, already highlighted so you can drag it straight into place. Ctrl+C and Ctrl+V work as well, and keep what you copied so you can paste the same block several times — the quickest way to lay out a row of identical steps.

Ask AkbAI to review it

AkbAI sits at the right-hand end of the same toolbar as the drawing tools. It reads the shapes and how they are joined — not a picture of them — and answers with a short summary, the gaps it can see (a decision with no branch for one outcome, a step nothing reaches, a connector joining nothing, a missing start or end) and suggestions. The answer appears under the pad first: press Add to the note to keep it in the description, or Dismiss to throw it away. The button only appears when your system has the AkbAI assistant switched on.

Choose the paper

Paper switches between Blank, Lined, Grid and Dotted. Grid and dotted paper make it much easier to line boxes up. The paper you pick is part of the finished picture, so it shows on the scribble card, in the quick view and in the mobile app — not only while you are drawing.

Add a caption

The text box under the pad is an ordinary note: use it for the explanation, the decision or the follow-up that goes with the drawing. Labels and file attachments work exactly as they do on a plain note.

Older scribbles

A drawing made in the mobile app, or a photo of a whiteboard pasted straight into the text box, has no pad drawing behind it. Opening one for editing shows the plain text form instead of the pad, so the picture you already have is never redrawn or degraded.

Find a day

The calendar on the right marks every day you wrote something with a dot. Click a day to show just that day; click it again, or clear the chip above the feed, to go back to everything. Today jumps back to the current month.

Write up an earlier day

Each entry carries an Entry date — the day it is about. It defaults to today, so most of the time you can ignore it; change it when you are writing up yesterday evening or a site visit from last week, and the entry files itself under that day. Unlike the category, the date can be corrected later.

Narrow by label

The labels under the calendar are buttons — press one to follow a single thread (a project, a client, a habit) through the log. It narrows both the feed and the calendar dots, and All puts everything back. The section stays hidden until you have created your first label.

Search the log

The search box above the feed matches an entry's title or its text and narrows the days as you type, within the period you are viewing. The calendar deliberately keeps showing the whole month, so you can still click your way out of a search that found nothing. Empty the box to bring the feed back.

How much you wrote

Month summary counts the month the calendar is showing — Entries written and Writing days you wrote on. Both cover the whole month, not just the entries loaded so far, so stepping back through the months shows how the habit held up.

Longer histories

The feed loads a page at a time; Load more reaches further back rather than the page pulling your whole history at once.

Create carefully

Use one source document or one real-world event per record. Avoid bundling unrelated items into a single record just to save time.

Review before action

Check status, ownership, dates, amounts, attachments, and related records before approving, publishing, posting, or closing.

Use update actions intentionally

If the module has separate approve, issue, post, sync, export, or close actions, use those instead of editing database-style fields directly.

Keep auditability

Prefer correcting records with comments, revisions, status changes, or replacement files so the business history remains understandable.