Notes
Creating and Managing Your Farm Notes

This tutorial covers the basics of getting your thoughts out of your head and into Heirloom. We’ll show you how simple it is to create a note and use the management tools to keep your workspace tidy and focused. It’s the first step to a more organized farm.

Creating Your First Note

  • Navigate to the Notes section from the main menu.
  • Click the “+ Add new note” button.
  • Give your note a clear title (e.g., “First Colorado Potato Beetles in Block 7A”) and write down your observations. Your work is saved automatically.
Create your farm observations using Heirloom’s intuitive note editor.

Keeping Things Tidy

The toolbar at the top of each note gives you simple options:

  • Pin Note: keeps critical notes or reminders at the top.
  • Make Private: for notes that are private for you, not the whole team.
  • Duplicate: creates a copy of this note
  • Archive Note: cleans up your list by hiding notes that are no longer active but you might need later.

 

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