This feature is available on all Goodshuffle Pro Plans.
Let's say you need to capture some information for your client and team for a project.
Click 'Add Notes' on a project:
Now you'll be able to record External Notes for your client, and Internal Notes for your team:
Click “Save” after entering your notes to ensure they’re added to the project.
Where Your Notes Appear (and Who Can See Them)
Use External Notes to share important information with your client—these will appear in their view of the project and will also show up on documents like the Receipt of Goods and Services and on Google Calendar events.
Use Internal Notes to record team-only details such as setup instructions, special requests, or client preferences. These are only visible to your team.
You can view these notes in several places:
Client View: When you switch to the Client View of a contract, you’ll only see the External Notes that are intended for the client.
Pull Sheets and Hourly Schedule: Internal Notes added in the Fulfillment tab will show on your team’s pull sheets and the hourly schedule to keep crew members informed.
Projects Tab: You can add custom columns to your Projects tab, such as “Internal Contract Notes” or “External Contract Notes,” to quickly scan notes across multiple projects without clicking into each one.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!