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Notes & Lists
Shared Information

How To Use Notes & Lists

In the web browser:

  1. Click “Notes and Lists” in the left menu bar

  2. Click the orange button at the bottom right of the screen that says “+ Add New”

  3. Choose what type of Note or List you are looking to create. Remember to choose wisely as members will only be able to see specific notes and lists as the permissions the circle owner assigned permits.

  4. Click “+ Create”

  5. Edit your Note or List title at the top

  6. Start typing out your Note or List

  7. When you are finished with your note or list click the orange “Save” button at the bottom right of your screen

  8. Click yes when prompted “Would you like to publish your note?”

In the Mobile App:

  1. Click the notes/list button ( notes )in the bottom navigation bar

  2. Click the orange button in the bottom right-hand corner that says “+ Add New”

  3. Choose what type of Note or List you are looking to create. Remember to choose wisely as members will only be able to see specific notes and lists as the permissions the circle owner assigned permits.

  4. Edit your Note or List title at the top

  5. Start typing out your Note or List

  6. Click confirm in the bottom right of the screen

  7. Click Save

In the web browser:

  1. Go to the Note you would like to edit

  2. In the bottom right-hand corner click on the orange button that says “edit”

  3. Edit your note

  4. Then press “save” in the bottom right-hand corner

In the Mobile App:

  1. Go to the note you would like to edit

  2. In the top right-hand corner click on the edit button ( )

  3. Edit your note

  4. Then press “save

Quickly create and share notes or lists with anyone or everyone within your Trusted Circle™. Always have mom's medical history on hand, easily share daily routines with paid caregivers, or simply keep track of groceries or household goods you need to purchase.

Keep track of all the important information.

WayWiser’s Notes & Lists feature is the solution for all of that information you’ve been keeping on scratch pads and sticky notes. Store information about mom’s meds, keep track of all of dad’s doctors, keep a history of medical conditions, or just create a list of what you need to get at the store.

Never again will you be rummaging through the kitchen drawer, trying to find that torn piece of paper with a note from the doctor scribbled on it.

Share notes and lists with ease.

WayWiser’s Notes & Lists feature is a breeze when it comes to passing information from one person to the next. 

Write up your dad’s daily care routine and share it seamlessly with anyone in your Trusted Circle, be it your sibling, a friend, or one of the paid caregivers who’s helping out.

Collaboration is key.

WayWiser’s Notes & Lists feature isn’t just a set it and forget sort of situation. Notes and lists can be viewed and edited by given access within your Trusted Circle. 

Start up a shopping list and ask your brother to add to it. Create a note to track daily routine and have your paid caregiver update it on the fly. Caregiving coordination has never been easier.

See it in action

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Care coordination and collaboration.