{"id":91,"date":"2024-04-30T11:15:50","date_gmt":"2024-04-30T11:15:50","guid":{"rendered":"http:\/\/192.168.1.200\/proofhub_help\/swift\/?p=91"},"modified":"2024-06-21T09:49:22","modified_gmt":"2024-06-21T09:49:22","slug":"how-to-add-and-manage-notes","status":"publish","type":"post","link":"https:\/\/help.proofhub.com\/swift\/notes\/how-to-add-and-manage-notes","title":{"rendered":"How to add and manage notes"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"add-a-note\"><\/span><strong>Add a note<\/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;\">Select a notebook:<\/span><\/strong>&nbsp;Open the notebook where you like to create the note.<br><img loading=\"lazy\" decoding=\"async\" width=\"571\" height=\"578\" class=\"wp-image-484\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-1.png 571w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/4-1-296x300.png 296w\" sizes=\"auto, (max-width: 571px) 100vw, 571px\" \/><br><br><figure class=\"wp-block-image size-full\"><\/figure><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Add note:<\/span><\/strong>&nbsp;Click on the &#8220;<strong>Add<\/strong>&#8221; button.<br><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" class=\"wp-image-485\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/5-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/5-1.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/5-1-300x164.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/5-1-768x420.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><br><br><figure class=\"wp-block-image size-large\"><\/figure><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Enter note details:<\/span><\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"299\" class=\"wp-image-486\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/6-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/6-1.png 712w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/6-1-300x126.png 300w\" sizes=\"auto, (max-width: 712px) 100vw, 712px\" \/><br><figure class=\"wp-block-image size-full\"><\/figure>\n<ul class=\"wp-block-list\">\n<li><strong>Title:&nbsp;<\/strong>Provide a title for your note in the designated field.<\/li>\n\n\n\n<li><strong>Color:<\/strong>&nbsp;Customize the color of the note by clicking on the color selector.&nbsp;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.<\/li>\n\n\n\n<li><strong>Subscribers:<\/strong>&nbsp;If you want specific team members notified about this note, select them from the subscriber list.<\/li>\n\n\n\n<li><strong>Mark as private:<\/strong>&nbsp;Check the &#8220;<strong>Mark as private<\/strong>&#8221; option if you need to restrict the visibility of the note to selected subscribers only.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save the note:<\/span>&nbsp;<\/strong>Click the &#8220;<strong>Add<\/strong>&#8221; button to save your note.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots mt-5\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"manage-people-in-notes\"><\/span><strong>Manage people in notes<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"text-decoration: underline;\"><strong>Access manage people<\/strong><\/span>:&nbsp;Click the three-dots icon or right-click on the note and select&nbsp;&#8220;<strong>Manage people<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"754\" class=\"wp-image-1877\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.39.46-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.39.46-PM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.39.46-PM-300x157.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.39.46-PM-1024x536.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-22-at-5.39.46-PM-768x402.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/li>\n\n\n\n<li><span style=\"text-decoration: underline;\"><strong>Add or remove subscribers<\/strong>:<\/span> Click on the &#8220;<strong>Manage People<\/strong>&#8221; option within this window to view a list of people you can manage for this note.<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"751\" class=\"wp-image-492\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/8-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/8-1.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/8-1-300x156.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/8-1-1024x534.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/8-1-768x401.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><br><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Select subscribers<\/span><\/strong>: In the subscribers&#8217; window, you&#8217;ll see a list of existing subscribers who have access to this note.<br><img loading=\"lazy\" decoding=\"async\" width=\"1055\" height=\"753\" class=\"wp-image-493\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-1.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-1.png 1055w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-1-300x214.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-1-1024x731.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-1-768x548.png 768w\" sizes=\"auto, (max-width: 1055px) 100vw, 1055px\" \/>\n<ul class=\"wp-block-list\">\n<li>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 &#8220;<strong>Update<\/strong>&#8221; button to save and apply the changes.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots mt-5\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"edit-a-note\"><\/span><strong>Edit a note<\/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;\">Select the note:<\/span><\/strong>&nbsp;Click on the three dots icon or right-click on the note and select &#8220;<strong>Edit<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"813\" height=\"752\" class=\"wp-image-2220\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.04.36-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.04.36-PM.png 813w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.04.36-PM-300x277.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.04.36-PM-768x710.png 768w\" sizes=\"auto, (max-width: 813px) 100vw, 813px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Edit the details:<\/span><\/strong>&nbsp;Modify the note&#8217;s title, add or remove a subscriber, or select the &#8220;<strong>Mark as private<\/strong>&#8221; option. After making changes, click &#8220;<strong>Update<\/strong>&#8221; to save.<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"302\" class=\"wp-image-498\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-2.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-2.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-2-300x127.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><br><\/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-note\"><\/span><strong><strong>Delete a note<\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"text-decoration: underline;\"><strong>Select the note<\/strong>:<\/span> Click on the three dots icon or right-click on the note and select &#8220;<strong>Delete<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"819\" height=\"611\" class=\"wp-image-503\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-3.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-3.png 819w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-3-300x224.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-3-768x573.png 768w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/li>\n\n\n\n<li><span style=\"text-decoration: underline;\"><strong>Confirm deletion<\/strong>:<\/span> Select &#8220;<strong>Yes<\/strong>&#8221; within this confirmation window to proceed with deleting the note.<br><img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"176\" class=\"wp-image-504\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-4.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-4.png 333w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/10-4-300x159.png 300w\" sizes=\"auto, (max-width: 333px) 100vw, 333px\" \/><\/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-note\"><\/span><strong>Create a copy of the note<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the three dots icon or right-click on the note and select &#8220;<strong>Create a copy<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"752\" class=\"wp-image-2216\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.02.20-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.02.20-PM.png 777w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.02.20-PM-300x290.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-1.02.20-PM-768x743.png 768w\" sizes=\"auto, (max-width: 777px) 100vw, 777px\" \/><\/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 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.<br><img loading=\"lazy\" decoding=\"async\" width=\"714\" height=\"416\" class=\"wp-image-508\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-5.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-5.png 714w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-5-300x175.png 300w\" sizes=\"auto, (max-width: 714px) 100vw, 714px\" \/><\/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-a-note\"><\/span><strong>Move a note<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the three dots icon or right-click on the note and select &#8220;<strong>Move<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"775\" height=\"752\" class=\"wp-image-511\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-8.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-8.png 775w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-8-300x291.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/9-8-768x745.png 768w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Move:<\/span><\/strong>&nbsp;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.<br><img loading=\"lazy\" decoding=\"async\" width=\"717\" height=\"411\" class=\"wp-image-512\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-2.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-2.png 717w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-2-300x172.png 300w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/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-note\"><\/span>Bookmark note<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the three dots icon or right-click on the note and select &#8220;<strong>Bookmark<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"778\" height=\"752\" class=\"wp-image-513\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-3.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-3.png 778w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-3-300x290.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/7-3-768x742.png 768w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/><\/li>\n\n\n\n<li>The bookmarked note will appear in the right-side menu with other saved bookmarks.<br><img loading=\"lazy\" decoding=\"async\" width=\"426\" height=\"380\" class=\"wp-image-2142\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.28.45-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.28.45-AM.png 426w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/04\/Screenshot-2024-05-24-at-9.28.45-AM-300x268.png 300w\" sizes=\"auto, (max-width: 426px) 100vw, 426px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Add a note Manage people in notes Edit a note Delete a note Create a copy of the note Move a note Bookmark note<\/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":[879,885,895,881,894,892,878,871,868,872,867,891,890,870,869,880,887,874,873,875,876,877,893,851,852,884,883,889,886,882,888,849],"class_list":["post-91","post","type-post","status-publish","format-standard","hentry","category-notes","tag-collaborate-on-notes","tag-collaborative-note-management","tag-collaborative-note-setup","tag-collaborative-note-taking","tag-collaborative-productivity","tag-collaborative-workflow","tag-copy-notes","tag-create-copy-of-notes","tag-delete-notes","tag-duplicate-notes","tag-editing-notes","tag-efficient-note-collaboration","tag-managing-shared-notes","tag-move-notes-to-another-project","tag-moving-notes","tag-note-collaboration","tag-note-collaboration-tools","tag-note-deletion","tag-note-editing","tag-note-management-tools","tag-note-organization","tag-note-transfer","tag-notes-communication","tag-notes-for-projects","tag-notes-for-teams","tag-notes-sharing","tag-notes-teamwork","tag-project-notes-collaboration","tag-real-time-notes","tag-shared-notes","tag-team-collaboration-on-notes","tag-team-notes"],"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 Notes - ProofHub Help &amp; Support<\/title>\n<meta name=\"description\" content=\"Discover how to effectively add and manage notes in ProofHub. 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