> ## Documentation Index > Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Notes and document storage > Add notes, tasks, and documents to a worker profile in Visualcare Worker profiles include dedicated tabs for notes (including tasks) and document storage. These help you keep important records, communications, and files attached to the right worker. ## Notes and tasks Open the worker's profile and navigate to the **Notes** tab. This tab lists all notes and tasks assigned to the worker. Worker notes tab ### Filtering notes Use the filters at the top to narrow the list. You also have the option to: * Click the filter icon on any column header to filter by that column Column header filter icon * Type directly in the filter field for a manual search Manual filter entry Export the data to Excel by clicking the **Excel** icon in the top right corner. Export to Excel ### Creating a note or task Click **New Note/Task** to create a new entry. New note or task form A note becomes a task when a person is assigned to it. If only a priority and category are assigned, it remains as a note. Once it becomes a task, it appears in the task list on the home page. Use tasks for items that need follow-up or action by a specific person. Use notes for general record-keeping that doesn't need assignment. ### Editing a note or task Double-click on a note to open and edit it. ## Documents Open the worker's profile and navigate to the **Documents** tab to manage file storage. ### Uploading a document Click **Select File** to choose a file, then click **Upload** to attach it to the worker's profile. Document upload ### Managing documents Click **Manage** on a document to open its profile, where you assign a category and lock the file to prevent deletion. Document management options | Action | Description | | ------------------------- | ------------------------------------------------------------------------------------------------ | | **Manage** | Open the document profile to assign a category and lock or unlock the file | | **Download** | Download a copy of the file to your downloads folder | | **Delete** | Delete the file (only available if the file is not locked) | | **Visibility to Workers** | Mark the document as visible or invisible to workers in the mobile app and the onboarding portal | Locking a document prevents it from being deleted. Use this for important records that should not be accidentally removed. ### Making a document visible to all workers in Vworker Documents uploaded to a worker's profile are only visible to that worker. To share a document with all workers through the Vworker app, upload it through **Maintenance** instead. Navigate to **Maintenance** → **Documents** and upload the file. Click **Manage** on the uploaded file. Under **Visibility to Worker**, change the setting to **Visible**. Click **Save**. The document now appears in the Vworker app for all workers. ## Running into issues? See [Worker management troubleshooting](/troubleshooting/general) for common errors and fixes. ## Related articles Set up a new worker in Visualcare Send and receive messages with workers Track compliance items on a worker profile