Step by step
- Click Notes in the top bar.
- Click Take a note... (or press C), write a Title and the note, then click Close or anywhere outside the box. The note is saved.
- Use the buttons of a note: Background options (colour), Add label, Priority (Low, Medium, High), Archive and Delete note. The pin button at the top pins the note.
- Pinned notes stay in the Pinned section above Others. Click a note to open it and change it.
- On the left, Notes shows the active notes, Pinned only the pinned ones, a label only the notes with that label, and Archive the archived ones.
- Edit labels creates, renames and deletes labels.
- Type in Search (or press /) to find notes by title or text. The button beside Refresh switches between the grid and List view.
Good to know
- A note needs a title or some text; an empty note is not saved.
- Up to 9 notes can be pinned. Archiving a note unpins it, and pinning an archived note brings it back.
- A deleted note can be brought back with Undo for a few seconds.
- A label that is used by a note cannot be deleted.
- Only you see your notes. The text of notes labelled Quick Text is offered to everyone of the business in the drop-down of note, description and reference fields.
- The Notes button is shown only while the Notes module is on in Modules.