Notebook now integrates with Microsoft Teams. Create, view and update your notes in Notebook by having it part of your default Tab.
Here's what this integration allow you to do:
1. Create, view and update your notes and notebooks in Notebook without having to switch browser tabs.
2. Search through your notes and set reminders to your notes.
3. Notebook adjusts itself according to your Microsoft Teams's theme.
Steps to install the tab:
Search for and install the "Zoho Notebook" app.
Sign in using your Zoho account.
Here’s how the tab will look like.
The Notebook tab allows you to create new notecards, view and update them without having to switch browser tabs.
Creation of notecards:
There are two ways to create notecards within the Notebook tab.
1. You can create your notecards from the All Notes view (which will be the default view of the tab upon successful installation), and it will be saved in your default notebook.
2. You can create notecards from within your notebooks by accessing them from the All Notes view and creating the notecards by clicking them from the top-right corner.
View and update of notecards:
Since the tab's default view is the All Notes view, you can view all your notecards from the All Notes, and can update their content from the same view itself or can reach out to the corresponding notebook and view and update your notecards from the notebook view also. You can also perform other notecard operations such as copying, moving, renaming and deleting a notecard from the All Notes view and also from the individual notebooks.
Creation of notebooks:
You can create notebooks by clicking on the All Notes and selecting Create New Notebook from the list of options displayed.
Rename and deletion of notebooks:
To rename/delete your notebooks, click on the three vertical dots present at the top-right corner and select either 'Rename Notebook' or 'Delete Notebook'
P.S - Restoration of deleted notebooks and notecards is not possible from the tab, for that you need to visit Notebook web app. (https://notebook.zoho.com/
Search through your notes
The Notebook tab allows you to search through your notes for easy accessibility.
You can also set reminders in your notecards to be reminded about your key activities.
Steps to set reminder.
1. Click on any notecard.
2. Click the Reminder icon on the bottom.
3. Set your reminder date and time and click Set Reminder.
You will be notified of the reminder via inside the tab and also via an email to your Notebook account.
Notebook adjusts itself according to your theme of choice.