HUBAL — Project Management User Manual
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Notes and Documents

Notes are a dashboard widget — a board of coloured sticky notes for everything that is not a task: what was agreed over the phone, shopping lists for materials, phone numbers, pasted photos. You add them with the + button in the widget header.

Editor. A note is written in a rich-text editor: bold, italic, underline, strikethrough, numbered and bulleted lists, links and images (uploaded to the organisation's storage, up to 10 MB — the note itself stays small). For a quick correction you don't even need the dialog: double-click the note's text and type in place.

Look of the note. When saving you pick the background colour and the size (small / medium / large). Notes are moved around the board by dragging, and clicking the header collapses a note down to its title bar to free up space.

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Everyone has their own desk

Colour, size, position and folder of a note are stored separately for each user. If you share a note, the other person sees the same content but arranges it their own way — nothing moves on your board.

Folders (tabs). Above the board there are folder tabs. You can create your own (e.g. Clients, Purchases), rename it and move notes into it. When deleting a folder the system asks whether to delete the notes inside or just move them back to the main board.

Sharing. A note is private by default. The share button lets you pick groups or individual people — including people from external organisations you work with. Un-sharing means unchecking the same entry.

Archive. A deleted note goes to the widget's archive (Archived section), from where it can be restored. Only from there can it be deleted permanently.

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A note or a file on the Drive?

A sticky note in the widget is a note — for short agreements, numbers, lists. When you want a file (e.g. a transcribed meeting as a Word document), ask the assistant: "save this to my private space on the Drive". The file goes to your private Drive (the Drive icon in the sidebar), not to the notes board. The assistant always says plainly where it saved — details in Saving to the Drive.

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Schedule proposals from AI

When the AI assistant prepares a variant of the schedule, it appears in the Notes widget as a card with a question and choice buttons. You can decide right away or postpone — only an accepted proposal changes the dates in the schedule.