Notes in ISO Mate give your team a rich text space for documentation, meeting records, and reference material. You reach them from the Notes item in the sidebar General group, where the Create button opens the note editor. Folders and tags keep notes organized, and search, a mindmap view, and CSV or PDF export help you find and share them.
Creating a note
- Open Notes from the sidebar General group.
- Click Create to open the note editor. When AI creation is enabled, the caret next to the button reveals a Create with AI option.
- Enter a Title.
- Write the body in the rich text editor, which supports bold, italic, underline, headings, lists, links, code blocks, and inline images.
- Optionally choose a Folder and add one or more Tags.
- Click Save.
Organizing with folders
The folder tree sits in the left panel of the Notes page, so you can group notes by topic, project, or team.
- Create a folder: use the add control in the folder panel, and nest it under a parent folder when you need a hierarchy.
- File a note: pick a folder from the Folder dropdown while creating or editing the note.
- Focus the list: select a folder to show only its notes, or choose All Notes or Unfiled Notes to widen the view.
Tagging notes
Tags offer a flexible way to group notes across folders. Create a tag with a name and color, apply one or more tags to a note in the editor, and select a tag to filter the list down to matching notes.
Finding and exporting notes
- Search: find notes by title or content, and combine search with a folder or tag filter.
- Filter by creator: use the Created by filter to narrow the list to the notes one person wrote. Choose System to find notes created by a workflow, a scheduled task, or an incoming email rather than by a member of your team.
- Mindmap: switch to the mindmap view for a visual map of your notes.
- Bulk delete: select notes with the checkboxes to remove several at once.
- Export: download the current list as CSV or PDF, and the export respects your filters.
Who can see your notes
Notes belong to your account and are visible to teammates who hold the notes permission, so folders and tags keep shared documentation tidy and easy to navigate.
Every note records who created it. The Created By column on the list shows the person’s name, and the CSV export includes it, which makes it easy to see who contributed what to shared documentation. A note written by a workflow, a scheduled task, or an incoming email shows System instead of a name, as do notes that were created before ISO Mate began recording this.
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