Using Notebook in Slack
Let your thoughts bring your team together with Notebook for Slack. Share your notes with your peers in Slack and save any message as a note in Notebook. Watch this video to get a preview of Notebook for Slack.
Notebook for Slack helps you to save important messages as notes in Notebook, and share your thoughts from Notebook as chats in Slack. Create quick notes and notebooks from the Slack chat bar to stay organized and save time.
Before you begin
Here are some things to know before you being to use Notebook in Slack.
- Notebook for Teams is a free app available in Teams app source.
- You can associate only one Notebook account with your Teams account.
- You need to have a Zoho account associated with your Notebook to connect to Slack.
Connect Notebook and Slack
To connect Notebook to your Slack account, please follow these steps.
1. Open Slack desktop app or in browser.2. Sign in to your Slack account.3. Go to the 'Apps' section on the left side panel and tap '+'.4. Search for 'Zoho Notebook'5. Click 'Add'.
6. Click 'Add to Slack'
7. Click 'Add to Slack'.
8. Sign in to your Zoho Notebook account.9. Click 'Allow'.
10. Click 'Go to Slack'.
Save messages as notes
To save a message as a note, follow these steps.
1. Hover over the chat you want to save as a note.2. Click More action.3. Click 'Add to Notebook'.4. Type a Title (optional) and choose a notebook to save that message as a note.
Share notes as messages
To share a note as a message, follow these steps.
- Type the command '/notebook <search term>' in the Slack chat bar. (A list of notes containing the term will be displayed.)
- Click 'Post' on the note which you want to post as a message.
Create quick notes
To create notes in Slack, follow these steps.
- Type the command '/addnote <quick note content>'.
- Organize your quick note by choosing a notebook and giving it a title.
- Click Add.
To create notebooks, type the command '/createnotebook <notebook name>'.
Remove Notebook from Slack
To remove the associated Notebook account from Slack, follow these steps.
- Go to the 'Apps' section on the left side panel and tap '+'.
- Look for Zoho Notebook and click Settings.
- Click 'Remove App'.
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