Using @ and # to quick connect

When writing a comment, you can put an “@+username” to link to a specific user. He will then be informed via mail that he was mentioned in that specific comment. When working with Issuesyou can also assign the item to one or more users. They will also be informed. The […]

Getting started with security

When using PrimusNote you might exchange important information with your team or clients. It is obvious that security should be a major part of your daily work. Keep in mind, that PrimusNote itself or WordPress doen’t provide a “special” security level. In fact, you should defenatley use some security plugins […]

Make PN act like an app

If you want to your installation to work like an app when accessing it from your smartphone. Simply open the website in your mobile browser and then save it to the homescreen. If you access your site now via the icon, a browser will open without the browser controls, giving […]

User & Client management

Let’s say you are running PrimusNote for your business and want to manage all your clients projects with it. You might want to give clients access to their project in PrimusNote to make Notes, sign off on tasks and share ideas. Of course you wouldn’t want them to see other […]

User Settings

Adding users is the same as with any default WordPress installation. In the backend, go to “Users” and click on “add new”. Fill out the forms and you are done 🙂 Adding a author information Go to “Users” in the WordPress backend. Click on “edit” below the user you want […]

Working with ID’s

In the PrimusNote backend you will find the option “Show ID on kanban card” (PrimusNote – Basic – Kanban). If you activate that setting, a custom ID will be shown right next to each task name. If you leave a comment anywhere within the project, you can link to that […]

Per user overview

If you want a quick overview about all items, assigned to you or a specific user, click on “Users” in the navigation on the left. From the overview, chose a user. You can now see all projects, Issues and To-dos assigned to that specific user.

Manage Uploads & File size limit

You can upload all kind of content to Notes, Issues and even comments. Every user who has access to a project can see all the content that is attached to any item within that project. If you upload file A to a Issue A, it will be attached to that […]

Understanding Notification

It can help a lot understand how notifications work. First, every tile – be it a project, a Note or an Issue item, show you the date of the last update on the bottom left. Depending on the icon, you can understand what kind of update has been made. For […]