Overview
This module adds a sticky notes icon to the top bar so any user can jot down a quick note without leaving the screen. Notes have a title and text, belong to their owner and can be added, edited and deleted from a popup. A full Notes menu is also available. It plugs into the Odoo web client systray. The benefit is a personal scratchpad inside Odoo instead of external note apps.
Usage steps
- 1
Open the sticky notes dropdown
The user clicks the sticky note icon in the systray. A dropdown loads the user's notes when it opens. Every internal user can use it.
- Systray icon
- Notes loaded on open
- Available to internal users
- 2
Add a note
The add-note dialog takes a title, which defaults to Untitled Note, and the content text. On saving, a success notification confirms the note was created. If saving fails, a danger notification is shown.
- Title and content
- Default title Untitled Note
- Success or error notification
- 3
View and edit notes
The view-notes dialog lists the owner's notes and lets the user open one and edit its title and text. Saving shows a Note updated notification. Each note is private to its owner.
- List of own notes
- Edit title and text
- Updated notification
- 4
Delete a note
Deleting asks for confirmation with Yes and No. On confirming the note is removed and a Note deleted message appears. Notes carry an active flag so they can be archived.
- Confirmation dialog
- Success message
- Active flag for archiving
- 5
Manage notes from the Notes menu
The Sticky Notes app menu opens a list and form of notes with title, owner and creation date. This lets a user search and sort all their notes on a full screen.
- Menu: Sticky Notes > Notes
- Title, owner, creation date
- List and form views
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Any internal user |
Dependencies
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