Unity Feedback and Ideas

Dye & Durham is committed to building programs and features based on the feedback you give us as to what you, the user, needs. Browse our Feedback and Ideas board, and provide your own ideas to help us to improve Unity and to deliver a better experience.

Notes active & inactive

When logging into Unity under the Notes section it shows (for example) Notes (4). When I have completed the Note I tick the box to make it hidden. However, every time I go into the file I see Notes(3) or Notes (1). Then I have to check the Notes section to see what has to be done - only to discover there are no Notes. I would like to have this section marked Notes Active (1) and Notes Inactive (3). Or better yet, if there are no active notes, it should indicate 0. This way, when logging into a file I don't need to check the Notes tab is I see no Active Notes.

  • Guest
  • May 15 2021
  • Will not implement
Enhancement
  • Attach files
  • Admin
    Alishia Blackmore commented
    May 17, 2021 15:06

    Good Morning and thank you for your feedback!

    The Unity "Notes" tab was designed based on customer feedback. It was requested that the notes page be a diarization of events or important notes about the file, and that you should not be able to edit or delete something from that record for file retention policy reasons.

    The Sticky Notes function can be used for temporary tasks and reminders. These can be edited and/or deleted once completed.

    We also strongly encourage you to use the new Matter Checklist functionality in Unity to keep track of any tasks for your matter. This allows you the ability to set due dates for any important tasks and to mark tasks as completed. Please select the following link to learn more about our Matter Checklist functionality: https://university.doprocess.com/learn/course/279/play/629/matter-checklist-guide

    I hope you have a great day :)

    ×

    Attachments Open full size

Related ideas