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Notes

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In this article:

Overview

Notes are one of the card elements. It is a simple feature that allows users to store information and provide context for the card’s content. 

The notes can be used in any situation thanks to their advanced text editing capabilities.

Use Rich Text in your notes - bold, italics, and underlined styles. You can also highlight a quote or use numbering and bulleting in your text. 

Notes are always open for other users to add content. You can see updates about editing notes in the Activity Stream.

Creating notes

To add a note:

  1. Open the space.
  2. Enter the card.
  3. On the top of the card content section, select the + Add element button, and then select Note.
  4. Write the note, and then select Add.

Space members and owners can edit existing notes.

Learn how to format your notes using Rich Text.

Adding checkboxes to notes

Rich Text formatting enables the addition of checkboxes to your notes. Its sole purpose is to provide visual assistance. 

Checking the note boxes is not included in the work progress calculation as it happens with the to-do list boxes.

To add a checkbox to the note:

  1. Click on the note to enter the edit mode.
  2. On the lower right corner of the edited note area, select the Rich Text icon.
  3. Place the cursor on the line of text you are editing.
  4. From the Rich Text menu select the checkbox icon.
  5. Select Save.

To mark a checkbox as completed:

  1. Click on the note to enter the edit mode.
  2. Select the empty box. 
  3. Select Save.

To unmark a checkbox, proceed in the same way.

Renaming notes

To rename a note:

  1. On the note, select its name.
  2. Enter a new name, and then select Save.

Deleting notes

  1. Open the space.
  2. Enter the card.
  3. On the right of the element’s name, select More (the three-dots menu), and then select Remove.
  4. Select Remove to confirm the action.

FAQ

Yes, you can add multiple notes to a single card.

You can use Rich Text formatting in your notes, such as bold, italics, underline, numbering, pointing, etc. Try to make checklists too.

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