Product Update · eCoachManager
Introducing Notes —
your team's shared brain,
built right into ECM
Say goodbye to lost sticky notes, buried email threads, and "did you get my message?" — your workspace now has a proper place for everything worth remembering.
Notes is a new module inside eCoachManager that gives every staff member their own digital noticeboard — with the power to share, organise, and collaborate with the people and teams around them. The little bits of information that keep a business running smoothly finally have a home.
What's included
Pin what matters
Keep your most important notes locked at the top of your board, always front and centre.
Colour coding
Ten colours to choose from. Red for urgent, green for done, yellow for follow-up — your system, your rules.
Share with anyone
Share a note with one person, a whole staff category, or the entire company — with read or edit access.
Tags and filters
Tag notes by category and filter your board instantly — combine colour and tag filters together.
Templates
Admins can create reusable note templates so the team always starts from the right structure.
Instant search
Search by title or content, live as you type. Search, colour, and tag filters all work together.
How your team can use Notes today
Driver briefing reminders
Share shift notes on vehicle quirks, school pickup changes, or road closures with your driver category — everyone's informed before they leave the depot.
Client preferences and sensitivities
Keep a private note per key client with their preferences, past issues, and contact details. Share with the ops team as Viewers so the right information is available at booking time.
How-we-do-things references
Document your internal processes — quoting rules, vehicle allocation, school run protocols — and pin them. Living documents, not buried PDFs.
Meeting action items
After a team meeting, create a shared note with agreed actions, share with relevant staff as Editors, and let everyone mark things off as they go. No chasing emails needed.
Vehicle and fleet notes
Record anything that doesn't belong in a formal report — mechanical quirks, client vehicle preferences, upcoming service reminders. Tag it, colour it red for urgent.
Personal to-do lists and reminders
Use Notes just for yourself — a private checklist of calls to return, quotes to follow up, things to action this week. Your board, your system.
🌐 Admins: Company-wide announcements just got easier
Use the Global Note feature to post announcements visible to every staff member on their board — no group emails, no hoping someone reads the noticeboard. Perfect for roster changes, public holiday reminders, policy updates, or a well done to the team.
Who can do what
| Role | What they can do |
|---|---|
| Owner | Full control — create, edit, share, delete, pin, tag, and change colour. |
| Editor | Can edit content, change colour, pin, and add tags. Cannot share or delete. |
| Viewer | Read-only access. Great for reference notes where you want to control the content. |
💡 Colour coding tip
There's no right or wrong — but agreeing a system across your team pays off quickly. A simple suggestion: Red = urgent / needs action · Yellow = in progress · Green = complete / reference · Blue = client-related · Grey = archive.
Getting started — it takes about 30 seconds
Click the Notes icon in the left sidebar to open your board. Hit + New Note to create your first one. That's it — you're in. Explore sharing, pinning, and colour coding at your own pace.
Admins: To set up templates or enable tags, go to Configuration → Tag Management, edit any tag, and tick the "Notes" checkbox.