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The Notes board feature is designed to give users an overview of notes together with their context. E.g. to see notes for departments' animation, lighting, and rendering in separate columns next to the corresponding shot.

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Current limitations

The future of the Notes board view is currently uncertain. The ETA for the public release is not determined, and the feature may undergo several changes.

Nevertheless, we encourage you to test it and share any feedback with our support team.


How to use the Notes board

Activating the Notes board feature

The beta Notes board feature can be activated now for all ftrack Studio sites by an Admin or user role with Global permissions access to Manage settings.

While in the testing phase, this tool, like all the other experimental features, can be found and enabled from the System Settings > Advanced > Experimental menu by ensuring that the Notes board checkbox is toggled on.

Tip: After enabling the feature, make sure to Save the setting.


Creating a Notes board

1. To create a new Notes board view, navigate to the Overview page of your site.

2. Click the + Create Dashboard button on the dashboard menu, opening Create Dashboard window.

3. Select the Notes board [Beta] view option.

4. Type in a Name for your board.

5. Choose the Type from the dropdown menu, and select Save.

Types to choose from - Asset version, Object, Project, User, Client review, Asset Build, Episode, Folder, Image, Information, Milestone, Scene, Sequence, Shot, Task

Once Saved, the new Notes board will be added and appear in your dashboard menu, where you can open it with a single click.

Tip: Creating the Notes board dashboard works the same way as creating the Cross-project view.

The Notes board view provides an overview of notes together with their context. On the left, it shows the latest asset Version for your chosen note Type. On the right, you have column(s) of related notes, each row representing an individual note.

By default, the notes will be shown in a single column with a compact view where only one note line is visible. Included is the author, date, and actionable to-do checkbox (optional) with the latest notes at the top. To see the full notes, you can click SEE MORE, and a detail window opens.

Tip: You can also write new notes from the SEE MORE window.


Updating a Notes board

3dot menu

Clicking the 3dot menu icon next to the Notes board name (or any other custom dashboard) opens a menu enabling you to Edit its name, Delete it, or Share it with other users.

Edit name is used to rename the existing dashboard.

1. Click the Edit name button, opening the Edit dashboard window.

2. Type in a new name and click Save.

Delete is used to remove a dashboard.

1. Click the Delete button, opening the deletion window.

2. Select Delete to confirm the action.

Share is used to share the dashboard with other users of the site.

1. Click the Share button, opening the Share dashboard window.

Choose between three different share options:

  • Only visible to you

  • To Share the dashboard with everyone

  • Share the dashboard with selected users and groups. (Use the dropdown menu for your selection)

2. Enable the checkbox of your choice and click Save to confirm the action.


Filtering

After creating a new Notes board, by default, you will see all notes of the asset. You can customize it using the Filters menu at the upper-right corner of the dashboard.

1. To update and set your filters, first, click on the + NEW FILTER button in the filter pane.

2. This opens a new window, enabling you to select between different attributes and set the visibility for more relevant notes according to your need. You can combine multiple filters and choose if any or all of them should match.

3. After choosing the filter(s), click the Save Dashboard button. It will automatically refresh the dashboard with the new filter and update the visible notes to that filter.

Tip: The filtering system works as in the cross-project view.


Settings

Using the dashboard Settings panel (on the upper-right corner of the view), you can select the sorting of the items, add attributes and configure one or more notes columns you would like to see.

Sorting enables you to set which attribute to sort by and whether it should be in Ascending or Descending order.

Attributes you can choose to sort by:

Bid days, Created at, Description, Due date, Id, Link, Linked to, Name, Priority, Start date, Status, Type, Status Name, Status Sort, Status State Name, Status State Short, Type Is billable, Type Name, Type Sort, Parent Created at, Parent Link, Parent Name

  • To set the sort attribute or to change the sort order, use the dropdown menus shown below.

Attributes enable you to configure and add new attributes to your Notes board.

A. To add an attribute - Click the + ADD ATTRIBUTE button and select the attribute you wish to add from the list.

B. To remove an attribute - Hover over the selected attribute you wish to remove and click on the X button.

C. To re-order the attributes - Click the up and down arrow icon to move an attribute and down the list.

Notes columns allow you to add and configure the notes columns. Each of the Note columns has a label and a filter. This enables you to group your notes into columns visually. E.g., a column for compositing and one for animation, or client and internal.

To create a new notes column - Click the + ADD COLUMN button, type in the column name, and click Save.

To edit a note column - Click on the Pen icon, opening the Notes columns window.

Under that setting, you can give the column a name, filter the notes in it, or remove the column.

A. To change the name - Type in the new name and click Update.

B. To set the column filter - Click the + New Filter Button, choose the attribute from the list and click Update.

C. To delete a column - Click the Remove Column button.

Please note: Once all your settings are chosen, make sure to confirm the action, by clicking on the Save dashboard button.

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