Add student notes

Add a note

1. Open a student profile.
2. Click Notes in the Portfolio sidebar.
3. Type your note in the text field at the top.
4. Select a sentiment: Positive, Concern, or Neutral.
5. Click + Adding... to save.

Each note is automatically timestamped and tagged with its sentiment.

Filter notes by sentiment

Use the Positive, Concern, and Neutral buttons at the top of the Notes panel to filter. This makes it easy to pull up only concerns before a parent meeting, or only positive notes for encouragement.

Use notes for parent conferences

Pull up a student's profile before a conference and everything is in one place — notes, grade trends, attendance patterns, category strengths, and contact info. No digging through separate apps or spreadsheets.

You can also attach notes to individual attendance entries. See attendance status notes →