How to add and manage notes

Add a note

1. Select a notebook: Open the notebook where you like to create the note.
   
   
   

2. Add note: Click on the “Add” button.
   
   
   

3. Enter note details:
   
   
   • Title: Provide a title for your note in the designated field.
   • Color: Customize the color of the note by clicking on the color selector. By setting a color for your note, you can also utilize the color filter to conveniently sort and organize your notes based on color categories.
   • Subscribers: If you want specific team members notified about this note, select them from the subscriber list.
   • Mark as private: Check the “Mark as private” option if you need to restrict the visibility of the note to selected subscribers only.
     
4. Save the note: Click the “Add” button to save your note.

Manage people in notes

1. Access manage people: Click the three-dots icon or right-click on the note and select “Manage people“.
   
2. Add or remove subscribers: Click on the “Manage People” option within this window to view a list of people you can manage for this note.
   
   
3. Select subscribers: In the subscribers’ window, you’ll see a list of existing subscribers who have access to this note.
   
   • Tick the checkbox next to the names of the people you want to add as subscribers or uncheck to remove them from subscribers and click on the “Update” button to save and apply the changes.

Edit a note

1. Select the note: Click on the three dots icon or right-click on the note and select “Edit“.
   
2. Edit the details: Modify the note’s title, add or remove a subscriber, or select the “Mark as private” option. After making changes, click “Update” to save.
   
   

Delete a note

1. Select the note: Click on the three dots icon or right-click on the note and select “Delete“.
   
2. Confirm deletion: Select “Yes” within this confirmation window to proceed with deleting the note.
   

Create a copy of the note

1. Click on the three dots icon or right-click on the note and select “Create a copy“.
   
2. Create a copy: This option allows you to duplicate the note. A pop-up window will prompt you to rename the note title(If required), select the project, and the notebook where the copy will be saved.
   

Move a note

1. Click on the three dots icon or right-click on the note and select “Move“.
   
2. Move: Select this option to move the note to another project or notebook. A pop-up window will appear, prompting you to choose the destination project and the notebook.
   

Bookmark note

1. Click on the three dots icon or right-click on the note and select “Bookmark“.
   
2. The bookmarked note will appear in the right-side menu with other saved bookmarks.