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Notes and Documents

Workstaff gives you the flexibility to share important information with your staff by uploading documents and adding notes at different levels of the project.

Uploading Documents​

You can upload PDF, PNG, or JPG files to your project to make them available to your staff.

To upload documents, click on the grey area indicated by the arrow below. In the drawer that appears (the inspector), click on the document icon, then click Upload to attach your files.

Documents

Once uploaded, staff assigned to the project will be able to view these documents in the mobile app under the Important Readings section of their shift details.

Adding Notes​

Notes can be used to share context, instructions, or updates with your team. You can add them at different levels depending on the audience and purpose:

  • Global notes (under the “Shared with staff” tab): visible to all booked staff, as well as those included in the audience if an offer was published.
  • Skill-based notes (under the “Shared with staff” tab): visible only to staff with the specific skill.
  • Shift-specific notes: visible only to staff booked on that particular shift.
  • Private notes: visible only to managers. These can be added at the shift level or at the schedule level.
note

Notes are identified by the open book icon 📖 throughout the platform, making them easy to spot at a glance.