How do I write a note for the job, and who can see it?

To write a note, tap + › Note › New note, and tap Attach note when you’re done. The note posts in the conversation like a message, filed under the job tab you’re on, and everyone in the conversation can read and edit it. Notes can’t be pinned, and people added to the conversation later don’t see notes from before they joined.

Steps

Write a note

1. Open the conversation, and the job tab if the note is for a job.
2. Tap + beside the message box.
3. Tap Note, then New note.
4. Type a title and the note.
5. Tap Attach note. It posts straight away.

Find a note later

• Tap the note in the conversation.
• Or tap + › Note to see the notes on this job or conversation.
• Or search and use the Notes filter.

Edit a note

1. Tap the note to open it.
2. Tap Edit note and make your changes.
3. Tap Save. A note needs both a title and some text to save.

Send a copy somewhere else

Open the note and tap Share snapshot to send a copy of the note, as it is now, to a different conversation. Later edits don’t change the copy, and a snapshot can’t go back into the note’s own conversation.

If it didn’t work

1. “Someone else is editing this note.” (or the person’s name, “… is editing this note.”) One person edits a note at a time. Wait a moment and try again.
2. Save does nothing. Check the note has both a title and some text.
3. Someone can’t see the note. They joined the conversation after it was posted. Post a new note with what they need, or put it on the job’s Bulletin.

What Walkie can’t do

• Notes can’t be pinned, and there’s no Notes tab.
• There’s no private note. Every note is shared with the whole conversation.
• Walkie keeps no edit history for notes, so you can’t see what a note said before or who changed it. It only shows when it was last edited.
• Someone added to the conversation later can’t read notes posted before they joined.

Related

• The job Bulletin
• Follow-ups and reminders
• What a new person can and can’t see
• What Ask can and can’t answer