Pin Important Notes

Learn how to create, categorize, and pin notes in URBI Kore to capture building context and keep important information visible.

Last updated August 13, 2026

Overview

Notes in URBI Kore let you capture building context quickly. Whether it is a maintenance observation, an incident report, or an action item, notes keep your team informed. Pinning important notes ensures they stay visible and easy to find.

Note Types

When creating a note, select one of four types to categorize it:

Note (purple): General observations, reminders, or building updates
Report (blue): Formal reports or documentation
Incident (red): Safety issues, emergencies, or problems that need attention
Action (green): Action items that need follow-up

Creating a Note

Step 1: Open Notes

Navigate to the Notes section from the sidebar or the operations dashboard.

Step 2: Click the Add Button

Click the + button to open the note creation modal.

Step 3: Select a Type

Choose the note type by clicking one of the four type buttons at the top: Note, Report, Incident, or Action.

Step 4: Write Your Note

Type your content in the text area. You can use:

@name to mention a team member (they will receive a notification)
#unit to tag a specific unit

Step 5: Submit

Click Create note. Your note appears in the list with a timestamp and your name.

Pinning a Note

Pinned notes are marked with a special indicator and can be filtered to appear at the top of your notes list. To pin a note, open the note detail view and toggle the pin option. Pinned notes are useful for ongoing situations, building rules, or any information that your team references frequently.

Filtering Notes

Use the filter tabs at the top of the notes list to narrow your view:

All: Shows every note
Notes: Only general notes
Reports: Only reports
Incidents: Only incidents
Actions: Only action items

Use the search bar to find notes by keyword.

Internal Notes

All notes are marked as Internal by default, indicated by a shield icon. Internal notes are only visible to your property management team and are not shared with residents.

Tips

Pin notes that contain building procedures or emergency contacts so your team can find them quickly
Use the Incident type for anything safety-related so it stands out in red
Mention team members with @ to make sure the right people are notified immediately

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Pin Important Notes

Learn how to create, categorize, and pin notes in URBI Kore to capture building context and keep important information visible.

Last updated August 13, 2026

Overview

Note Types

When creating a note, select one of four types to categorize it:

Note (purple): General observations, reminders, or building updates
Report (blue): Formal reports or documentation
Incident (red): Safety issues, emergencies, or problems that need attention
Action (green): Action items that need follow-up

Creating a Note

Step 1: Open Notes

Navigate to the Notes section from the sidebar or the operations dashboard.

Step 2: Click the Add Button

Click the + button to open the note creation modal.

Step 3: Select a Type

Choose the note type by clicking one of the four type buttons at the top: Note, Report, Incident, or Action.

Step 4: Write Your Note

Type your content in the text area. You can use:

@name to mention a team member (they will receive a notification)
#unit to tag a specific unit

Step 5: Submit

Click Create note. Your note appears in the list with a timestamp and your name.

Pinning a Note

Filtering Notes

Use the filter tabs at the top of the notes list to narrow your view:

All: Shows every note
Notes: Only general notes
Reports: Only reports
Incidents: Only incidents
Actions: Only action items

Use the search bar to find notes by keyword.

Internal Notes

All notes are marked as Internal by default, indicated by a shield icon. Internal notes are only visible to your property management team and are not shared with residents.

Tips

Pin notes that contain building procedures or emergency contacts so your team can find them quickly
Use the Incident type for anything safety-related so it stands out in red
Mention team members with @ to make sure the right people are notified immediately

Was this article helpful?

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Read

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Creating a logbook note from the dashboard, choosing its type, and managing the notes you have already written.

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Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add

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Pin Important Notes

Overview

Note Types

Creating a Note

Step 1: Open Notes

Step 2: Click the Add Button

Step 3: Select a Type

Step 4: Write Your Note

Step 5: Submit

Pinning a Note

Filtering Notes

Internal Notes

Tips

Was this article helpful?

Related articles

Tag a Property and Pin the Notes That Matter

Attach Documents to Notes

Create and Manage Logbook Notes

Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add

Pin Important Notes

Overview

Note Types

Creating a Note

Step 1: Open Notes

Step 2: Click the Add Button

Step 3: Select a Type

Step 4: Write Your Note

Step 5: Submit

Pinning a Note

Filtering Notes

Internal Notes

Tips

Was this article helpful?

Related articles

Tag a Property and Pin the Notes That Matter

Attach Documents to Notes

Create and Manage Logbook Notes

Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add