Overview
Note Types are the categories you assign to Notes — Maintenance, Safety, Guest, Cleaning, and so on. A consistent set of Types is what lets you group, filter, and report on Notes meaningfully, and 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
Why this matters: Types are how a pile of Notes becomes useful data. With a clean set, you can answer "how many safety Notes did we log this month?" or filter a Dashboard to just maintenance issues. Without them, every Note is an undifferentiated entry.
Create a Note Type
Open Note Types
In the Mobaro Backend, go to Configuration and open Note Types.
Add a Type
Add a new Note Type and give it a clear, recognizable name. 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
Q: Do I need Note Types before I can create Notes or Templates?
A: You'll want at least one Type for Notes to be categorized, and a Type is required before you can create a Note Template.
Q: How many Note Types should we have?
A: As few as cover your real categories. A small, distinct set keeps Notes consistent and reporting clean.
Q: Can I rename or remove a Type later?
A: Yes. Manage Types from Configuration. Review existing Notes and Templates that use a Type before removing it, so nothing is left without a category.