{"id":56,"date":"2024-04-30T07:01:19","date_gmt":"2024-04-30T07:01:19","guid":{"rendered":"http:\/\/192.168.1.200\/proofhub_help\/swift\/?p=56"},"modified":"2024-06-21T07:12:38","modified_gmt":"2024-06-21T07:12:38","slug":"how-to-create-notebooks-and-notes","status":"publish","type":"post","link":"https:\/\/help.proofhub.com\/swift\/notes\/how-to-create-notebooks-and-notes","title":{"rendered":"How to add and manage notebooks"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"add-a-notebook\"><\/span><strong>Add a notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Navigate to the notes section:<\/span><\/strong>&nbsp;Select the specific project where you want to create the notebook. Click the &#8220;<strong>Notes<\/strong>&#8221; tab on the left-side menu.<br><img loading=\"lazy\" decoding=\"async\" width=\"590\" height=\"559\" class=\"wp-image-473\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-1.png 590w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-1-300x284.png 300w\" sizes=\"auto, (max-width: 590px) 100vw, 590px\" \/><br><br><figure class=\"wp-block-image size-full\"><\/figure><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Add a notebook:<\/span><\/strong>&nbsp;Click on the&nbsp;<strong>&#8220;+&#8221;<\/strong>&nbsp;icon to initiate the creation of a new notebook.<br><img loading=\"lazy\" decoding=\"async\" width=\"690\" height=\"547\" class=\"wp-image-475\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-1.png 690w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-1-300x238.png 300w\" sizes=\"auto, (max-width: 690px) 100vw, 690px\" \/><br><br><figure class=\"wp-block-image size-full\"><\/figure><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Enter notebook title:<\/span><\/strong>&nbsp;Enter a title for your notebook.<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"213\" class=\"wp-image-477\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/3-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/3-1.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/3-1-300x89.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><br><figure class=\"wp-block-image size-full\"><\/figure><strong><span style=\"text-decoration: underline;\">Note:<\/span> <\/strong><em>If you want this notebook to be easily accessible and visible at the top of the notes list, consider using the &#8220;<strong>Pin to Top<\/strong>&#8221; option.<\/em><br><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save the notebook:<\/span><\/strong>&nbsp;After entering the title, click the &#8220;<strong>Add<\/strong>&#8221; button to save your new notebook.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"edit-a-notebook\"><\/span><strong><strong>Edit a notebook<\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select&nbsp;\u201c<strong>Edit<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"565\" height=\"753\" class=\"wp-image-1858\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.25.34-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.25.34-PM.png 565w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.25.34-PM-225x300.png 225w\" sizes=\"auto, (max-width: 565px) 100vw, 565px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Edit the details:<\/span><\/strong>&nbsp;Choose this option to modify the notebook title or change the &#8220;<strong>Pin to Top<\/strong>&#8221; option. After making changes, click &#8220;<strong>Update<\/strong>&#8221; to save.<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"217\" class=\"wp-image-519\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-6.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-6.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-6-300x91.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"delete-a-notebook\"><\/span><strong>Delete a notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select&nbsp;\u201c<strong>Delete<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"535\" height=\"752\" class=\"wp-image-1861\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.28.35-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.28.35-PM.png 535w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.28.35-PM-213x300.png 213w\" sizes=\"auto, (max-width: 535px) 100vw, 535px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Delete:<\/span><\/strong>&nbsp;Select \u201c<strong>Yes<\/strong>\u201d within this confirmation window to delete.<br><img loading=\"lazy\" decoding=\"async\" width=\"412\" height=\"210\" class=\"wp-image-527\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-6.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-6.png 412w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/2-6-300x153.png 300w\" sizes=\"auto, (max-width: 412px) 100vw, 412px\" \/><br><strong><span style=\"text-decoration: underline;\">Note<\/span><\/strong>: <em>This action will also delete all notes within the notebook.<\/em><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"create-a-copy-of-the-notebook\"><\/span><strong>Create a copy of the notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select\u00a0\u201c<strong>Create a copy<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"753\" class=\"wp-image-2214\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-12.56.08-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-12.56.08-PM.png 558w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-12.56.08-PM-222x300.png 222w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Create a copy:<\/span><\/strong>&nbsp;This option allows you to duplicate the notebook. A pop-up window will prompt you to rename the notebook title and select the project where the copy will be saved.<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"310\" class=\"wp-image-525\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-9.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-9.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-9-300x130.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"move-notebook\"><\/span><strong>Move notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select&nbsp;\u201c<strong>Move<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"530\" height=\"752\" class=\"wp-image-1866\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.31.39-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.31.39-PM.png 530w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.31.39-PM-211x300.png 211w\" sizes=\"auto, (max-width: 530px) 100vw, 530px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Move:<\/span><\/strong>&nbsp;Select this option to move the notebook to another project. A pop-up window will appear, prompting you to choose the destination project.<br><img loading=\"lazy\" decoding=\"async\" width=\"716\" height=\"325\" class=\"wp-image-523\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-6.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-6.png 716w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/1-6-300x136.png 300w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><br><strong><span style=\"text-decoration: underline;\">Note:<\/span><\/strong> <em>Moving a notebook will also move and add any subscribed people to the new project.<\/em><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"bookmark-notebook\"><\/span><strong>Bookmark notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select&nbsp;\u201c<strong>Bookmark<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"527\" height=\"749\" class=\"wp-image-1868\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.33.13-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.33.13-PM.png 527w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.33.13-PM-211x300.png 211w\" sizes=\"auto, (max-width: 527px) 100vw, 527px\" \/><\/li>\n\n\n\n<li>The bookmarked notebook will appear in the right-side menu with other saved bookmarks.<br><img loading=\"lazy\" decoding=\"async\" width=\"427\" height=\"394\" class=\"wp-image-2140\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.25.33-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.25.33-AM.png 427w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.25.33-AM-300x277.png 300w\" sizes=\"auto, (max-width: 427px) 100vw, 427px\" \/><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"pin-to-top-notebook\"><\/span><strong>Pin to top notebook<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three-dots icon or right-click on the notebook and select&nbsp;\u201c<strong>Pin to top<\/strong>\u201c.<br><img loading=\"lazy\" decoding=\"async\" width=\"528\" height=\"751\" class=\"wp-image-1869\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.34.09-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.34.09-PM.png 528w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.34.09-PM-211x300.png 211w\" sizes=\"auto, (max-width: 528px) 100vw, 528px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Add a notebook Edit a notebook Delete a notebook Create a copy of the notebook Move notebook Bookmark notebook Pin to top notebook<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[855,878,871,857,868,872,867,865,856,870,869,874,873,875,876,877,866,858,864,860,859,861,862,863],"class_list":["post-56","post","type-post","status-publish","format-standard","hentry","category-notes","tag-add-notebooks","tag-copy-notes","tag-create-copy-of-notes","tag-create-notebooks","tag-delete-notes","tag-duplicate-notes","tag-editing-notes","tag-efficient-notebook-management","tag-manage-notebooks","tag-move-notes-to-another-project","tag-moving-notes","tag-note-deletion","tag-note-editing","tag-note-management-tools","tag-note-organization","tag-note-transfer","tag-notebook-features","tag-notebook-management","tag-notebook-setup","tag-notebooks-guide","tag-notebooks-tutorial","tag-organizing-notebooks","tag-project-notebooks","tag-team-notebooks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Add And Manage Notebooks - ProofHub Help &amp; Support<\/title>\n<meta name=\"description\" content=\"Discover how to add and manage notebooks in ProofHub. 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