[XB] Thread Notes: Project & Task Management for Discussions 2.1.4 Patch Level 1

Ultimate solution for managing projects or handling client interactions within threads. Organize tasks, set milestones, and boost productivity!

Commissioned by @Moshe1010

General features:​

Note categories:​

• Global categories: Admins can create global note categories that apply across all threads (cannot be deleted by users).
• User-added categories: Users can add, edit, and delete categories specific to individual threads.
• Note category types:
  • Basic note list: Displays a paginated list of notes within a thread.
  • Single checklist: Presents the checklist in a dedicated tab, complete with AJAX editing and sorting capabilities.
• Note counters: Shows total notes, sticky notes, and checked checklist items per category within a thread.

Note items:​

• 🗂 Note types: basic note, checklist, note divider
• Sticky notes: Attach important notes at the top of the list
• Notices to the author:
  • Alert/email reminders sent to note creators after specific dates.
  • Floating notices displayed after specified dates (can be dismissed or rescheduled by creators or users with edit permissions).
  • Recurring notifications for ongoing tasks

Checklist features:​

• Nesting Support: Create hierarchical checklists with multi-level sorting.
• Dynamic Saving: Real-time updates as you modify checklists.
• Deletion Confirmation Popup: Optional confirmation when deleting checklist items.

Additional options:​

• Disable Moving Items: Choose whether items can be moved between sticky and regular blocks.
• Dismiss Floating Notices: Users can dismiss floating notices until the next scheduled time.
• Dynamic loading & data saving: seamless AJAX loading for additional notes and tab contents, and sorting notes/checklists
• URL Anchors: Highlight specific notes within threads.
• Flexible Permissions: Customize access based on node-specific permissions.
• Style Settings: Highly customizable appearance.
• Note Presets: Configure default notes for new threads, complete with notice and reminder support.
• Batch Update Tool: Admins can manage notes in bulk via the ACP.

XF core features support:​

• BB-code in notes
• Attachments in notes
• Note drafts
• Note edit history
• News feed integration
• Flood checker
• IP logging
• Approval queue
• Inline moderation tools
• Moderator action logs
• Spam cleaner
• Member profile tab for user-created notes

Useful for​

• Managing projects directly inside discussion threads
• Coordinating client work, feedback, and follow-ups
• Tracking tasks, to-dos, and milestones without external tools
• Keeping important notes visible and structured
• Ensuring deadlines aren’t missed with reminders and notices
• Supporting support threads with actionable checklists
• Collaborative workflows where multiple users contribute
• Improving productivity without leaving the forum

Screenshots​

Public interface:​

Admin interface:






Permissions:


Style Properties: