=== KeepInMind Dashboard Notes === Contributors: elchananlevavi Tags: admin notes, dashboard notes, team collaboration, internal notes, admin annotations Requires at least: 5.8 Tested up to: 7.0 Requires PHP: 7.4 Stable tag: 0.8.2.2 License: GPLv3 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html Leave contextual notes on any WordPress admin page. Pin notes to specific elements, collaborate with your team, and stay on top of admin tasks. == Description == **KeepInMind Dashboard Notes** turns your WordPress dashboard into a collaborative workspace. Place notes directly on any admin page - anchored to the exact element you're talking about. No more Slack messages saying "that field on the product edit page" - just click, write your note, and your team sees it right where it matters. = Why KeepInMind Dashboard Notes? = Every WordPress team has the same problem: communicating about the dashboard itself. Which settings need changing? What does this custom field do? Why is this item configured this way? KeepInMind Dashboard Notes solves this by letting you **pin notes directly to dashboard elements** - like sticky notes for your admin area, but smarter. Here are just a few real-world scenarios where it shines: * You temporarily **disable a plugin** to test whether it's causing a conflict. Drop a Warning note on the Plugins page so everyone knows it was turned off on purpose - and so you remember to check back in three weeks. * You installed a plugin for one very specific reason that isn't obvious. Pin a note to it explaining why it's there, so another admin - or future you - doesn't delete it thinking it's unused. * A client keeps changing a setting that breaks their site. Attach an always-visible Alert banner right next to that toggle: **"Do not change - this controls the checkout redirect."** * Your developer configured a custom field with a non-obvious format. Leave a note on the field itself explaining what values are expected, so the content team doesn't have to guess. * You're onboarding a new team member. Instead of writing a separate training doc, scatter helpful Attention banners across the pages they'll use most - guidance that shows up exactly where they need it. * You're running a staging review before launch. Pin notes to every area that needs a final check, and let your team reply with updates as they work through the list. = Key Features = **Pin Notes Anywhere** Click any element on any admin page to leave a note. Your note stays anchored to that exact element - a form field, a menu item, a settings toggle, a table row. When your teammate visits the page, they see the note marker right where it belongs. **Rich Text Editing** Format your notes with **bold text**, [links](https://), and text colors. The floating toolbar appears on text selection. **Two Note Types** * **Pinned Note** - Appears as a marker on the page. Click to open and manage a threaded discussion. * **Open Note** - Always visible inline. Choose a color to highlight the note based on its importance. **@Mention Teammates** Type `@` to mention any allowed user. They'll receive an email notification with your note. Autocomplete helps you find the right person fast - just keep typing to filter. **Private notes** Mark any note as private so only you can see it. Perfect for personal reminders and work-in-progress notes. **Threaded Replies** Every note supports full threaded replies. Keep conversations organized and contextual without cluttering the page. **Drag & Relocate** Notes can be dragged to a new element if the page layout changes. Grab the drag grip and drop it on the right spot - all replies move with it. **Note Scoping** On entity pages (posts, terms, users), choose whether your note applies to **this specific item** or **all items of this type**. For example, a note on the “Blue T-Shirt” edit page can be scoped just to that product - or to the edit page of all products. **Global Notes** Pin notes to the admin bar or other persistent elements to create site-wide notes visible on every admin page. **Configurable Permissions** Control exactly who can add notes and who can edit or delete: * **Role-based access** - Choose which roles can use the plugin (Administrator is always included). * **User-level access** - Whitelist specific users regardless of role. * **Edit/Delete/Relocate policies** - Author only, role hierarchy (strict or relaxed), or everybody. == Installation == 1. Upload the `keepinmind-dashboard-notes` folder to `/wp-content/plugins/`. 2. Activate the plugin through the **Plugins** menu in WordPress. 3. Click the floating note button (bottom-right corner) to start placing notes. 4. Configure roles, permissions, and policies under **Settings → Dashboard Notes**. == Frequently Asked Questions == = Who can see the notes? = Only users with allowed roles or explicitly allowed users can see and create notes. By default, Administrators and Editors have access. You can customize this in the plugin settings. = Can I use this on the front-end? = No - KeepInMind Dashboard Notes is designed exclusively for the WordPress admin area. It works on every admin page, including custom post type editors, WooCommerce settings, and third-party plugin pages. = Will notes slow down my admin? = No. Notes are loaded asynchronously via the REST API after the page renders. The plugin adds minimal overhead - no external libraries, no jQuery dependency, and all assets are loaded only in the admin area. = Can I make a note visible only to myself? = Yes! Check the **Private** checkbox when creating a note. Private notes are only visible to you - no other user can see them, regardless of their role. = Isn’t this redundant with the Notes feature in WordPress 7? = No. WordPress 7 Notes are built for **content collaboration** inside Gutenberg - commenting on and suggesting changes within post content. This plugin focuses on **contextual admin notes** - letting you add notes across the WordPress dashboard (not inside content) to document decisions, highlight important settings, and guide editors in context. = What happens to notes when I uninstall the plugin? = By default, all data is preserved. You can change this to automatically delete all notes on uninstall in the plugin settings under **Data Management**. == Screenshots == 1. Add visual note markers directly on plugins, and quickly open contextual notes attached to each plugin. 2. Write notes with a rich editor - format text, add links, highlight content, and mention teammates with @mentions. 3. View full note content in a clean, focused panel - including author, timestamp, and actions. 4. Create a new note in seconds - choose between regular and pinned notes, and place them exactly where they’re needed. 5. Turn notes into conversations - reply, collaborate, and keep context in one place. 6. Document important decisions - explain why specific settings (like script exclusions) were added to avoid future confusion. 7. Guide content editors with contextual notes - remind them to upload a proper featured image and add alt text. 8. Add helpful reminders directly in the editor - like how to schedule or update the publish date. 9. Attach notes to WooCommerce products - keep pricing rules, updates, and internal instructions visible to your team. 10. Manage all notes in one place - filter, search, and review notes across pages, plugins, and users. 11. Control access and behavior - define who can create notes, set visibility rules, and manage permissions. == Changelog == = 0.8.1 = Initial release of Dashboard Notes - add contextual notes anywhere in the WordPress admin, collaborate with your team, and keep important decisions exactly where they matter. = 0.8.2 = Simplified settings page UI for improved usability. Enhancement: Improved plugin file structure. = 0.8.2.1 = Minor bug fixes. = 0.8.2.2 = Minor bug fixes.