Reminders

Notes

The Notes panel appears on application pages and in some assignment workflows.

On an application page, private-note read permission controls whether the panel is visible. Private-note create permission controls the note composer and comment actions, but it does not make the panel visible without read permission.

To add a plain note:

1. Type the note text.

2. Click Add note.

For a task, reminder, or salary expectation, type the note text and click Options. The Note options dialog offers four exclusive types in one row: Note, Salary expectation, Task, and Reminder. Select a type, fill the fields that appear below it, and click Add. The text already entered in the Notes panel is carried into the dialog.

Clicking Cancel closes the dialog without losing the text in the inline note field. Options selected in the cancelled dialog are discarded.

Notes are saved on the related application. Some notes are also linked to a related object, such as a recruitment proposal or assignment, so that later readers understand why the note was added.

Comments

Use Add comment on an existing note or task when the new message belongs to the same discussion.

Comments stay grouped under the original note or task. This keeps the history easier to read than a long flat list of separate notes. Recruitment proposal decisions and messages are also stored as comments under the note that was created when the proposal was first made.

Tasks

Click Options and select Task when the note is an action item instead of plain information. Select a required Recipient before saving. Me is selected by default; use the filter in the recipient list to find an eligible colleague by name or email.

The recipient list contains active members of the current organization who can read private notes for the application. You can also set an optional deadline. Fill both Deadline date and Deadline time, or leave both fields blank. Selecting a deadline date sets the time to 17:00 by default; you can change it. Clearing the date also clears the time. The deadline must be in the future. The selected recipient and deadline are shown on the saved task.

When you assign a new task to a colleague, Crewlap sends that colleague an email with the assigner, task text, optional deadline, seafarer, LAP ID, and a link to the application. Tasks assigned to yourself do not send an assignment email.

For a task with a deadline, Crewlap schedules a separate deadline email for the recipient at 09:00 Europe/Riga time on the previous working day. Only Saturday and Sunday are skipped: a Monday, Saturday, or Sunday deadline is therefore announced on Friday at 09:00. This deadline email also applies to tasks assigned to yourself. If the calculated notification time has already passed when the task is created, Crewlap saves the deadline but does not send the separate deadline email.

New tasks start in To do. A task can then move through these states:

• To do: the work is recorded but not started.

• In progress: someone is working on it.

• Done: the work is completed.

• Closed: the task is no longer active for another reason.

State changes are recorded through comments. From the Dashboard, both the task author and recipient can choose a new state and must enter a comment. Crewlap keeps the dialog open and shows a field message if the comment is missing. When you change a task to Closed, write the reason in the comment so other users can see why it was closed.

An overdue To do or In progress task displays a warning beside its deadline. Done and Closed tasks are not marked overdue and do not produce a pending deadline email.

Salary Expectation

Click Options and select Salary expectation when the note is about expected compensation.

Fill the salary amount, currency, expected rank, and expected vessel type when the fields appear. Crewlap stores these values together with the note.

Reminders

Click Options and select Reminder when the note should become a future reminder.

Choose:

• the recipient (Me is selected by default, and the list can be filtered by name or email);

• the reminder date;

• the reminder time.

When the reminder time arrives, Crewlap updates reminder notifications in the top bar. A reminder can also appear in the Notes list with recipient and scheduled-time details. As with tasks, only active organization members who can read the application's private notes are available as recipients.

Use Mark as read when you have handled the reminder. The reminder author or recipient can do this in the Notes panel or on the Dashboard, even before the scheduled time. Read reminders leave the Dashboard's Open view but remain under Completed and stay visible as part of the note history.

Assignment Reminder Dialog

Some assignment actions open a dedicated reminder form in a dialog named Notes. It opens directly with the reminder fields, without the note-type selector. Review the note text, recipient, date, and time, then save with Add.