The Notes Module allows you and your team to capture important context, decisions, and observations related to your restaurant’s marketing and performance. Notes help ensure continuity so nothing important is lost between reviews, meetings, or team changes.
This module answers:
“Where do we document important context and decisions?”
Where to Find the Notes Module #
From the left navigation menu, go to:
Modules → Notes
What the Notes Module Is Used For #
The Notes Module is designed to help you:
- Document strategy discussions
- Capture insights from reports or dashboards
- Record decisions and next steps
- Maintain historical context for your account
Notes are especially valuable for teams, agencies, and long-term engagements.
What You’ll See in the Notes Module #
Depending on your setup, Notes may include:
- Written notes tied to your account or location
- Time-stamped entries
- User attribution (who added the note)
- Chronological history of updates
This creates a running log of important information.
How Notes Are Used Across NGAZE #
Notes may be referenced during:
- Monthly report reviews
- Strategy or planning sessions
- Project updates
- Account transitions or handoffs
They help reduce reliance on emails or external documents.
What the Notes Module Does NOT Do #
To set clear expectations:
- Notes are not a messaging or chat system
- Notes do not send notifications
- Notes do not replace task or project management
They are meant for documentation and reference, not real-time communication.
Best Practices for Using Notes #
- Keep notes concise and clear
- Add notes after important decisions or reviews
- Use notes to explain why actions were taken
- Review notes periodically to maintain context
Well-maintained notes improve collaboration and continuity.
Common Questions #
Who can view or add notes? #
Access depends on user roles and permissions within NGAZE.
Are notes editable? #
Editing capabilities depend on your account setup and permissions.
Are notes tied to a specific location? #
Notes may be associated with an account or location depending on configuration.
How Notes Connect to Other NGAZE Features #
The Notes Module supports:
- Projects – by documenting progress or decisions
- Reports – by capturing insights and interpretations
- Playbook – by recording planning context
- Account Management – by preserving history
Related Help Articles #
- Projects Overview
- Reports Module Overview
- Managing Users in NGAZE
- Account Settings Overview
Need Help? #
If you need assistance:
- Use Help inside NGAZE
- Email support@support@thedigitalrestaurant.com
- Schedule a call with your account manager