Creating & Managing Notes

Notes are the building blocks of your dashboards. They are managed using two dedicated Custom Post Types (CPTs), giving you a familiar tool (the WordPress editor) to build professional content cards.

1. Client Notes vs. Admin Notes

• Client Notes: Anything you publish here will appear on the Client Dashboard.
• Admin Notes: Anything you publish here will appear on the Admin Dashboard.

These are kept completely separate, so you never accidentally show internal project notes to a client.

2. Adding a New Note

1. Navigate to Bright Dashboard > Client Notes (or Admin Notes).
2. Click Add New.
3. Title: This will be the bold heading at the top of your dashboard card.
4. Editor: Use the standard WordPress block editor or classic editor to add text, lists, and images.
5. Publish: Once you hit publish, the note is immediately live on the dashboard.

3. Organizing Your Notes

Dashboard cards are displayed in a clean grid layout based on their publication date.

• Priority: If you want a specific note (like a “Support Contact” note) to always appear first, you can adjust its publication date to be the most recent.
• Drafts: You can keep notes as “Drafts” to work on them privately. They will not appear on any dashboard until they are published.

4. Customizing the Card Icon

Currently, notes use a standard card layout. If you want to use symbols or specific formatting inside the card: