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Quick capture: notes and reminders

A practical guide for architecture studio workflows in Beech.

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16 August 2026

Updated 16 August 2026 · Beech Product Education Team

A private drawer for notes and “remind me” items — Cmd+J, cards on Home, nothing shared with the project. Distinct from BeeBo.

Intent: Explain quick capture: notes and reminders in a way that a new team member can follow without prior Beech context.

Who this helps: Architecture studio admins, managers, and contributors who need a repeatable operational workflow.

The spark icon next to the bell opens a drawer that is yours alone. It is not BeeBo, not a project Jot, not a meeting note, and not visible to the rest of the studio.

Open it

Click the spark, or press Cmd+J / Ctrl+J from anywhere.

Notes

Type at the top and save a note as a card. Expand for a full-screen editor with bold, italic, headings, and lists. Click a card to edit; use the menu to delete. Full lists live at /notes, and the page now includes a New note button for direct creation.

Reminders

Type in “Remind me to…”, adjust the due time (defaults to one hour from now), and press Set or Enter. Upcoming shows immediately. Check items off; they collapse into Completed. Full lists live at /reminders, and the page now includes a New reminder button.

Home shows up to five notes and five reminders in a strip under the sprint column. View all opens the full lists. For design thinking that belongs on the job, use Jot on the project's Studio tab. For live firm data and Confirm-gated changes, use BeeBo.

Prerequisites

  • Confirm you can access the project and the page referenced in this workflow.
  • Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

  • Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

  • Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

  1. 1
    Troubleshooting step 1

    If a control is missing, verify your role has permission for the action.

  2. 2
    Troubleshooting step 2

    If results look wrong, check filters and refresh to confirm latest synced data.

Full reference: Quick capture in the user guide

Related guides: Workspace vs Schedule vs Home · Logging time · Using Home as the command centre

Next: explore related feature workflows.