Client, Task & Placement Notes

We’ve heard you—another adjustment has been made based on the feedback we’ve received from our clients. As always, we are striving to make your experience as smooth and seamless as possible. Your comfort drives our improvement. 

The latest release of Timesheet Portal now allows you to record individual notes against client and placement records. You may already be somewhat familiar with this process. The Notes feature was previously available for contractor records, but due to popular demand, we have now expanded its use. It can be found in both the Project and Recruitment editions, with some minor differences.

Give New Notes a Try

To utilise this great new feature, please navigate to the Clients page and edit your client record as usual. Click on the Notes tab to view your notes. To create a new note, click on Create new note. Notes can be amended or deleted after creation.

Task notes can be found under the Task page, where you can also edit your task record. To view your notes, click on the Notes tab. Create a new note by clicking on Create new note. Once the note has been created, you can either edit or delete it.

The process is exactly the same for recruitment. Placement and job notes can be found under the placement or job page, where you can edit existing notes or create new ones. In all scenarios, you can adjust who has permissions for making, amending, viewing, and removing the notes. 

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.