Documents and Notes
Overview of TekToro's document management, notes, and notification features.
TekToro provides centralized tools for managing files, capturing ideas, and staying informed across your entire workspace.
Document Management
The Document Library aggregates files from every context in the platform — team files, client documents, project attachments, task files, and HR records — into a single, searchable interface. Upload, organize, preview, and download documents from one place, with access controls that ensure each user sees only what they are authorized to view.
Notes
The Notes system offers a flexible way to capture and organize information. Create text notes with rich formatting, checklists with completion tracking, or image notes with captions. Organize with color-coded labels, archive what you no longer need, and share notes with team members or client contacts.
Notifications
TekToro's real-time notification system keeps everyone informed about the events that matter to them — invoice approvals, task assignments, project updates, and more. Notifications appear instantly in the platform header and are also delivered via email for important events.
How These Tools Support Collaboration
Together, these features ensure that:
- Files are never lost — documents are linked to their context (client, project, task, or member) and accessible from a central library.
- Ideas are captured — notes provide a lightweight way to document decisions, track action items, and share information.
- No one misses an update — real-time notifications and email digests keep every stakeholder in the loop.