Creating and Organizing Notes

Notes Guide

Notes provide a simple, rich text documentation space for your team.

Creating a Note

1. Navigate to Notes in the sidebar.
2. Click Add.
3. Enter a title for your note.
4. Write the note content using the rich text editor. You can use bold, italic, underline, headings, lists, links, code blocks, and more.
5. Click Save.

Organizing with Folders

1. From the Notes list, click Manage Folders or navigate to the folder management view.
2. Create folders to organize notes by topic, project, or team.
3. When creating or editing a note, select a folder from the Folder dropdown.
4. Filter the notes list by folder to focus on a specific category.

Searching Notes

Use the search bar to find notes by title. Combine with folder filters to narrow results.

Sharing Notes

Notes are visible to all users in your account who have the appropriate permissions. Use folders to organize shared documentation.

Bulk Operations

Select multiple notes using checkboxes to bulk-delete or move to a different folder.

Exporting

Export notes to CSV or PDF. The export respects your current filters.