Notebook Extension for Zoho Projects
Introduction
Install Zoho Notebook in Zoho Projects
Use Zoho Notebook in Zoho Projects
Create different types of notes in Zoho Projects.
Open, lock, and delete your notes in Notebook using this extension.
Associate your notes with a specific task
Uninstall Zoho Notebook in Zoho Projects
To Install Zoho Notebook extension
Navigate to > Marketplace > All.
Search for and click on Zoho Notebook for Zoho Projects.
Click Install.
4. Verify your details, then click Install.
Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.
Agree to the terms of use.
Click Save & Proceed.
To use Zoho Notebook in Zoho Projects
Click on the extension icon (
) in the bottom-right corner.
Click the Zoho Notebook option.
To Create different types of notes in Zoho Projects.
Click the ( + ) icon in the top-right corner
From the dropdown menu, select the type of note you want to create
3. You can also edit the existing text and checklist notes by clicking the note.
To open, lock, and delete your notes in Notebook using this extension.
Click the ( ... ) button on the note card.
From the dropdown menu, select the type of action you want to perform.
To associate your notes with a specific task
Open the task you need to associate the notes with.
Click the Notebook icon. You can also view all the notes associated with the tasks here.
Create your preferred note format from the options available.
Choose the notebook notes will be saved to, or create a new notebook.
5. The created note will be associated with the specific task.
To uninstall the extension
- Navigate to
> Marketplace > All
Click Installed Apps.
Click Zoho Notebook for Zoho Projects.
Click Uninstall.
Frequently Asked Questions (FAQ)
1. What can I do with the Zoho Notebook extension in Zoho Projects?
The extension lets you access and use Zoho Notebook within Zoho Projects, helping you organize project-related information and notes without switching between applications.
2. Can I create notes directly from Zoho Projects?
Yes. You can create new notes using the Notebook extension while working in Zoho Projects.
3. Will notes created from Zoho Projects be available in Zoho Notebook?
Yes. Notes created through the extension are saved to your Zoho Notebook account and can be accessed from Zoho Notebook on other supported platforms.
Conclusion
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Notebook Extension in Zoho Sprints
Overview Enhance your agile workflow by combining Zoho Notebook's powerful note-taking capabilities with Zoho Sprints’ robust project management features. Capture important details, create checklists, and attach files directly within your Sprints ...Notebook for Students
Overview From lecture notes and research materials to assignment deadlines and exam preparation, students manage a constant flow of information every day. Having the right note-taking tool can make studying more organized, collaborative, and ...Tips & Best Practices for Using Zoho Notebook
This section provides practical recommendations to help you use Zoho Notebook more efficiently. These tips can help you stay organised, improve productivity, and make your notes visually clear and easy to navigate. 1. Productivity Tip Using ...Zoho Notebook in Zoho Projects Plus
Overview Zoho Notebook is now included as part of the Zoho Projects Plus bundle, enabling teams to capture ideas, manage project documentation, collaborate on notes, and organize knowledge efficiently within their project ecosystem. This article ...Zoho Notebook for Business
Overview Zoho Notebook for Business is a purpose-built productivity platform that combines powerful note-taking, team collaboration, project management, and third-party integrations into one unified workspace. It is engineered for teams that need ...