Module · Notes

Project notes: a living document space for every project

Each project has a Notes tab for rich-text pages — meeting notes, run-of-show, specs, and plans. Pages nest into a sidebar tree, edit and save as you type, and can be shared publicly with anyone who has the link.

Where notes live

Open any project and switch to the Notes tab. The view is split in two: a sidebar on the left listing every page in the project, and the editor on the right showing the page you have open. Selecting a page in the sidebar opens it in the editor; the page you are viewing is reflected in the project URL, so you can copy the address to link a teammate straight to it.

Pages are organized as a tree. A page can hold child pages beneath it, which makes it easy to group related notes — for example, a top-level page per event with sub-pages for each department. When a project has no notes yet, the sidebar shows an empty state and you can create the first page from there.

Creating and organizing pages

Use the add-page control at the top of the sidebar to create a new page; it starts out titled Untitled so you can rename it immediately. To create a page nested under another, open a page's menu in the sidebar and add a child page to it. New pages appear in the tree right away and open in the editor for editing.

Each page row has a menu with the actions you need to keep the tree tidy. You can rename a page inline, duplicate it, move it under a different parent with the Move to dialog, and set an emoji icon that shows next to the title in the sidebar and on the shared page. You can also drag pages within the sidebar to reorder them.

  • Rename: edit the title inline in the sidebar, or in the large title field at the top of the editor.
  • Duplicate: makes a copy of the page.
  • Move to: re-parent a page to a different page or to the top level.
  • Set icon: pick an emoji that appears beside the page title.
  • Drag to reorder pages within the tree.

Writing in the editor

The editor is a rich-text surface built on Quill. The title sits at the top in a large field, and the body below it has a formatting toolbar. You can choose a sans or mono font, set the text size to small, normal, large, or huge, apply bold, italic, and underline, build ordered and bulleted lists, insert links, and add code blocks. Links you type without a protocol are automatically prefixed so they open as external addresses.

There is no Save button. Changes to the body are saved automatically a moment after you stop typing, and the title saves when you click away from it or press Enter. A small indicator near the title shows Saving while a save is in flight and Saved once it lands, alongside a note of who last edited the page and when.

TipA page header badge shows Private or Public so you always know at a glance whether the page you are editing is visible outside your organization.

Linking to project items with tags

Inside the body, type # to start a tag. An autocomplete list appears with matching items from the project — tasks, sections, statuses, and assignees — and a legend below the editor reminds you what each color means. Pick one and it is inserted as a colored chip that stays linked to the underlying item.

Clicking a tag chip navigates to that item on the project board, so notes can point directly at the work they describe. If the item a tag references is later deleted, the chip is shown struck through and dimmed so you can tell the link is no longer live.

Fixing text with AI

When you can edit a page, an AI assist button sits in the top corner of the editor. It offers three one-click fixes: Fix grammar, Fix punctuation, and Fix formatting. If you have text selected, the fix is applied only to that selection; with nothing selected it runs over the whole page.

The fix keeps your content intact. Your tag chips, inline formatting like bold and italic, and list structure are preserved through the edit, and the page saves automatically once the corrected text is applied. Very long notes cannot be fixed all at once — if a page exceeds the size limit, select a section and run the fix on that instead.

  • Fix grammar: corrects grammatical errors.
  • Fix punctuation: cleans up punctuation.
  • Fix formatting: tidies spacing and whitespace.

Sharing a page through the public portal

Admins can publish a page to the public portal from the Share panel, opened with the share button next to the page title. Toggle Public page on and Lavori generates a public link you can copy and send to anyone. The reader does not need a Lavori account — the page opens on a clean portal view that shows your organization name and logo, the page content, and a navigation sidebar with a table of contents.

Publishing a page also publishes its child pages, which appear as sections on the same public view. Turning the toggle off unpublishes the page; a confirmation reminds you that public access is removed immediately and anyone holding the link can no longer open it. The Share panel also lists the project's members for reference.

NotePublic note links are rate limited per page to protect against abuse. Sharing is intended for sending a read-only view to clients and collaborators, not for high-volume distribution.

Granting contractors access

Beyond public links, admins can give specific external contractors access to an individual note page without making it public. In the Share panel, pick a contractor from the project's contractor list and add them; they then appear under Contractors with access and can be removed again at any time.

If no contractors are available, add external contractors to the project first — only then can they be granted access to a note. This keeps sensitive pages restricted to named people rather than open on a public link.

Deleting and restoring pages

Delete a page from its sidebar menu. For a page with no children, Lavori deletes it and shows a brief Undo option so you can recover it if you acted by mistake. For a page that has child pages, you choose how to handle them: Promote children up keeps the children and moves them up a level, or Delete children too removes the whole branch.

Deletes are recoverable for a short window through the Undo action on the confirmation toast, which restores the page — and, where relevant, the children that were promoted out of it.

Continue reading