Add Notes to Left Navigation Panel

Current Behavior:

Upbase offers two note-taking experiences within a Base:

Notepad

A general, single-page scratchpad accessible via the upper-right Actions Menu (alongside New Task, New Doc, New Link)

Daily/Weekly Notes—Time-based, structured note entries with a convoluted access path (see below)

The Problem: Accessing Daily/Weekly Notes is Unreasonably Difficult

To view your Daily or Weekly Notes, the current workflow requires:

  1. Navigate to the Schedule Module

  2. Click into Weekly or Daily view *(not intuitive—these views are calendar-focused, not note-focused)

  3. Locate a tiny "Show All Notes" icon to finally view your notes

This is a buried, multi-step process for a feature that should be instantly accessible. Notes are, by nature, quick-capture tools. The current UX undermines their purpose entirely.

Requested Enhancement:

Add a "Notes" item to the Left Navigation Panel, alongside the existing primary navigation items (Schedule View, Clients, Spotlight, My Tasks, Reports, Chat).

Provides:

  1. Direct access to Daily & Weekly Notes

  2. A consolidated "All Notes" view

  3. Ability to create a new note directly from this section

Expected Benefit:

This change transforms a frustrating, hidden feature into an intuitive Upbase experience—matching how users naturally expect to interact with notes.

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Upvoters
Status

Open

Board
💡

Feature Request

Date

About 2 months ago

Author

Angela A.

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