メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理

メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理

ユーザーの皆様、こんにちは。ゾーホージャパンの朝香です。

 

AIを利用した業務が広がる中、AIによる情報漏洩対策を進めている組織も多いのではないでしょうか。

一方で、日常的に使っているメモの管理については、対策できていますか？

業務中のメモには、重要な情報が含まれていることがあります。

そのため、AIへの入力だけでなく、メモの保存先についても是非確認をおすすめしたいと思います。

 

そこで今回は、使いやすさだけでなく、セキュリティにも配慮して設計されたZohoのノートアプリ「Zoho Notebook」をご紹介します！ 


Zoho Notebookとは？

Zoho Notebookは、メモ、アイデア、画像、音声、ファイルなどを、1つのスペースにまとめて保存・整理できるノートアプリです。

基本的な機能は、無料でお使いいただけます。

テキストだけでなく、参考資料を添付したり、今後のToDoをチェックリストにまとめたり、業務に合わせてさまざまなデータを見やすくまとめることができます！

 

プライバシーとセキュリティーを重視した設計  

業務中のメモには、顧客名や商談内容、社内会議の内容など、重要な情報が含まれることがあります。

だからこそ、メモアプリを選ぶときは、書きやすさや整理のしやすさだけでなく、保存したデータがどのように扱われ、利用者側でどこまで設定できるのかも確認したいところです。


Zoho Notebookは、「ユーザーのデータはユーザー自身のものである」という考え方に基づき、広告を表示せず、ユーザーデータを第三者に共有しない方針を示しています。

また、次のような機能や設定が用意されています。

  • データは、通信中（転送時）および保存時に自動的に暗号化されます

  • 必要に応じてアプリ、ノート、カードをパスコード、Touch ID、またはFace IDでロックできます（Touch IDやFace IDは モバイルアプリで利用できます）

  • Spotlight、クリップボード、Siri、音声認識などとデータを共有するかどうかを設定できます（iOS版のモバイルアプリ）

Warningもちろん、Zoho Notebookを利用すればどのような情報でも保存してよいわけではありません。顧客情報や機密情報を扱う際は、自社の情報管理ルールに従いましょう。

Zoho Oneユーザーの皆さまへ！

Zoho Oneには、Zoho Notebookの最上位プラン「Notebook for Businessプラン」相当が含まれています。

チーム用ワークスペースの作成、ホワイトボード、AI機能など、組織での利用に役立つ機能を追加料金なしで利用できます。

すでにZoho Oneの契約に含まれているのにまだ使っていない場合は、もったいないかもしれません...。

Idea

下記のページを是非ご覧ください。

 【Zoho Notebook】Zoho Oneユーザー向けのベストプラクティス

Zoho Notebookが便利な理由

・複数のデバイスでデータの同期が可能

Zoho Notebookは、ブラウザ版の他にも、デスクトップアプリ、スマートフォン、タブレット、Apple Watchなど、さまざまな環境で利用できます。

同じZohoアカウントでサインインすれば、端末をまたいでメモを確認・更新できます。

PCから作成した会議メモを移動中にスマートフォンで確認したり、外出先で思いついたことをすぐに記録したりできます！

 

・他のZoho製品と一緒に使いやすい  

Zoho Notebookは、他のZoho製品の画面上から利用することもできます。

例えば以下のような場面で、わざわざ画面を切り替えることなく、メモを取ることができます。

  • Zoho Cliqでの通話中やZoho Meetingでのミーティング中に、画面を切り替えずにメモを作成

  • Zoho Mailで受信メールを確認中に、メールの内容をそのままメモに保存

  • Zoho Booksで請求書を作成中に、入金確認に関するToDoをメモ

  • Zoho SalesIQでチャット対応中に、対応内容に関するメモを作成

 

ちょっとした手間を省くことができて便利です！

Zoho Notebookの利用を始めるには？

・Zoho Oneユーザー様

こちらで手順をご確認ください。

​

・︎上記以外のユーザー様

こちらからZoho Notebookへサインアップできます。

まずは1件、カードを作ってみましょう  

最初から複雑な使い方をする必要はありません！

まずはZoho Notebookを開き、次のようなメモを1件作成してみてください。

  • 今日のミーティングメモ

  • 今週のToDoリスト

  • 後で読みたいWebページ

  • 思いついた業務改善のアイデア

最後にひとこと

ここまで読んでくださり、ありがとうございます。

私自身もZoho Notebookを毎日利用しています。

Zoho Notebookといえばカラフルなカードも特徴の1つですが、私は色の情報が多い画面が少し苦手なので、カードの背景はいつも「白」に設定しています。

自分の好みに合わせて表示を調整できるところも、個人的にうれしいポイントです。
Notes（設定方法はこちら）

 


実際に使ってみて便利だと感じた機能や、おすすめの使い方がありましたら、ぜひコメントで教えてください！



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