Notebook eWidget in Zoho Mail

Notebook eWidget in Zoho Mail

Overview

Effortlessly manage your communications and notes with the seamless integration of Zoho Mail and Zoho Notebook. Zoho Mail, your comprehensive email solution, combined with the all-in-one note-taking platform, Zoho Notebook, enhances your productivity by allowing you to capture and manage your ideas directly from your inbox.
With the Zoho Notebook eWidget in Zoho Mail, you can create, view, update, and delete notes directly within your Zoho Mail. Save your emails as notes for easy reference and send your notes as emails. This integration supports various types of notes, including Text, Photo, Checklist, and File Cards, ensuring that all your essential information is at your fingertips. Additionally, all notes created in Zoho Mail are automatically synced with Zoho Notebook, providing seamless access across all your devices and enhancing your productivity.

In this article, you'll learn how to:

  • Use Zoho Notebook eWidget in Zoho Mail

  • Create different types of notes

  • Open, lock, and delete your notes in Notebook

  • Send your notes as emails

  • Save your emails as notes

  • Associate your notes with an email

  • Disable Zoho Notebook eWidget in Zoho Mail

To use Zoho Notebook eWidget in Zoho Mail

  1. Sign in to Zoho Mail

  2. Click the eWidget icon.

     

      3. Search for and click on Zoho Notebook.
      4. Click the pin icon to pin it to the tool bar for easy access to Zoho Notebook



Notes
Note:  

The Zoho Notebook eWidget is enabled by default. If it's not enabled, click the eWidget icon, go to Integration settings, and swipe down to find Zoho Notebook. Toggle the switch to enable it.






To Create Different Types of Notes

  1. Click the (+) icon in the top-right corner.

 

  1. From the drop-down menu, select the type of note you want to create.

    1. You can also edit existing text and checklist notes by clicking on the note.

To open, lock, and delete your notes in Notebook

  1. Click the ( ... ) button on the note card.

  2. From the drop-down menu, select the action you want to perform.

To Send Your Notes as Emails

  1. Click the ( ... ) button on the note card you want to send as an email.

  2. From the drop-down menu, select Compose Mail. A new compose email box with the note card content will be created.

To Save Your Emails as Notes

  1. Open the email you want to save as a note.

  2. Open the Notebook eWidget and click the Create from email icon.

  1. At the bottom, choose the Notebook into which you want to add the note from the drop-down box.

  1. You can also choose your preference for associating the note with the email from the options provided below.

To Associate Your Notes with an Email

  1. On the note card you want to associate with the email, click the ( ... ) button.

  2. Select Add to thread from the drop-down menu. The note card will then be associated with the email.

  1. You can view all the note cards associated with an email by opening the specific email and the Notebook eWidget.

To disable Zoho Notebook eWidget in Zoho Mail

  1. Navigate to eWidget > Integration settings.

  2. Swipe down to find Zoho Notebook and toggle the switch to disable it.

Frequently Asked Questions (FAQ)

1. What can I do with the Zoho Notebook eWidget in Zoho Mail?
You can create, view, update, lock, and delete notes directly from Zoho Mail. You can also save emails as notes, associate notes with email threads, and send your notes as emails.

2. Which types of notes can I create using the Notebook eWidget?
You can create Text, Photo, Checklist, and File Cards using the Notebook eWidget in Zoho Mail.

3. Will notes created from Zoho Mail be available in Zoho Notebook?

Yes. Notes created using the eWidget are automatically synced with your Zoho Notebook account and can be accessed from Notebook across your supported devices.

Conclusion  

Integrating Zoho Notebook with Zoho Mail makes your workflow more efficient and streamlined, allowing you to seamlessly capture, manage, and organize your notes within Zoho Mail. If you have any questions, please feel free to contact support@zohonotebook.com.