Note Types are the categories you assign to Notes — Maintenance, Safety, Guest, Cleaning, and so on. A consistent set is what turns a pile of Notes into useful data: it lets you group, filter, and report on them meaningfully, and answer questions like "how many safety Notes did we log this month?" Types are also a prerequisite for Note Templates. This article covers creating and managing them.
Users must be Super Users or have the following to manage Note Types:
Organization: Administrate
Create a Note Type
In the Mobaro Backend, go to Configuration and open Note Types. Add a new Note Type, give it a clear, recognizable name, and save it — it's now available when creating Notes and Note Templates.
Best practice: Keep the set small and distinct. A handful of clear Types your whole team understands the same way beats a long list of overlapping ones — and makes filtering and reporting far cleaner.
Where Note Types are used
On every Note — the Type is chosen when a Note is created. See Creating and managing Notes.
On Note Templates — a Template pre-sets a Type, so you need at least one Type before you can build a Template. See Setting up note templates.
In filtering and reporting — Type is a primary way to filter Notes lists, Dashboards, and exports.
Frequently asked questions
Do I need Note Types before I can create Notes or Templates?
You'll want at least one Type for Notes to be categorized, and a Type is required before you can create a Note Template.
How many Note Types should we have?
As few as cover your real categories. A small, distinct set keeps Notes consistent and reporting clean.
Can I rename or remove a Type later?
Yes. Manage Types from Configuration. Review existing Notes and Templates that use a Type before removing it, so nothing is left without a category.