A
Angela A.
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.