People and planning

Internal notes

Preserve the knowledge that would otherwise disappear between handoffs.

Explore in a demo ↗See the workflow ↓

Part of Team planning and collaboration

bmanager.io / People and planningExample workspace

PEOPLE & PLANNING / OPERATIONS

Give the next step an owner.

Weekly follow-up

To do 2

SUPPLIERConfirm Thursday delivery

Review purchase PO-081

AlexThu

WAREHOUSEPrepare receiving location

Bay B-04 · Oak table batch

Jamie

In progress 1

FINANCEReview transport charge

Supplier bill SB-106

Sam2 comments

Complete 1

PRODUCTCheck incoming product records

Packaging details reviewed

Complete

OPERATIONAL DATEThursday · Goods receipt expected

Calendar context

RECORDED ACTIVITYReceiving preparation · 1 h 20 min

Time record

Fictional planning example. Recorded employee time represents activity, not payroll.

Illustrative product view · Example data

Team planning and collaboration

From context
to action.

Preserve operational knowledge and context.

01
Review the context
Choose the relevant note folder
02
Work with the detail
Record the operational information
03
Move the work forward
Maintain associated internal comments

Note access and context depend on configured permissions.

A connected capability

Internal notes

Maintain notes, folders and internal comments.

Explore the complete people and planning workspace →

Keep the context connected

The next part
of the picture.

Start with your business

See the whole picture.

Explore the workflows that matter to your team, then take the next step.

Build your demo agenda Browse all features →

Internal notes

Give the next step an owner.

To do 2

In progress 1

Complete 1

From contextto action.

Review the context

Work with the detail

Move the work forward

Internal notes

The next partof the picture.

See the whole picture.

From context
to action.

The next part
of the picture.