Zoho Notebook、実はこんなところから使えます

Zoho Notebook、実はこんなところから使えます

ユーザーの皆様、こんにちは。ゾーホージャパンの田村です。

前回に続き、今回もZoho Notebookをご紹介します。
仕事中、「この内容、メモに残してあとで見返したいな」と思う瞬間はありませんか？

会議中の一言、お客様とのやり取り、CRMで見つけた気づき、
ほんの数秒で終わる内容だからこそ、「あとで書こう」と思って、そのまま忘れてしまうこともあります。

そこで今回は、PCやスマートフォンはもちろん、普段お使いのZoho製品からもすぐにアクセスできるノートアプリ「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！



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ご利用いただけます。

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...。

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


実は、普段お使いの Zoho製品のすぐそばに、Notebookへの入口が用意されています。

デスクトップアプリやモバイルアプリからだけではなく、

Zoho Mailでメールを見ながら、そのままメモ、
Zoho CRMで商談の記録を見ながら、気づいたことをその場でメモ、
というように、仕事の流れの中に、Notebookへの入口がすでに組み込まれています。


Zoho Mail
画面左側の「メモ」＞「NOTEBOOK」からご利用いただけます。


Zoho CRM
画面右下のNotebookアイコンからご利用いただけます。




Zoho Books
画面右側のNotebookアイコンからご利用いただけます。


Zoho Connect
画面右下のNotebookアイコンからご利用いただけます。

Zoho Cliq
画面左側の「メモ」からご利用いただけます。


Zoho Meeting
画面下部の「…」＞「ミーティングの議事録」＞「メモ」からご利用いただけます。


「えっ、そんなところから使えたの？」と思った方は、ぜひ一度試してみてください！
詳細については、以下のFAQで紹介しています。

上記以外にも、Notebookに関するFAQを多数公開しています。


私のNotebookの使い方

ここまで読んでくださり、ありがとうございます。

私自身は、Zoho Notebookを「ノート」というより、「付箋」みたいな感覚で使っています。
とりあえず思いついたことを黄色に書いて、急ぎのものを赤に変える、というように、
自分なりのルールでゆるく使い分けています。

私はノートカードを縦に並べたいので、レイアウトは「Multipane」を指定しています。
作成したノートカードが黄色になるように、標準のカードの色を黄色に指定しています。

画像のようにノートカードを色分けし、ノートブックに整理して保管しています。



「ノート」と思うと、ちょっと構えてしまいますが、まずは付箋みたいに気軽に使ってみるのはいかがでしょうか？
普段お使いのZoho製品の中で、Notebookのアイコンを見かけたら、ぜひ一度クリックしてみてください！

Zoho Notebookについて、「こんな使い方がある」「ここが気に入っている」といったコメントもお待ちしております！

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