Notebook Extension in Zoho Sprints

Notebook Extension in Zoho Sprints

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 workspace to keep project information organized.

 

With this integration, you can associate notes with specific work items, ensuring quick access to essential details. Easily create work items from your notebook via Global View and control note visibility by making them private when needed. All notes sync seamlessly with Zoho Notebook, giving you uninterrupted access across devices for a smoother project management experience.


In this article, you'll learn how to:

 

  • Install Zoho Notebook in Zoho Sprints

  • Use Zoho Notebook in Zoho Sprints

  • Create different types of notes in Zoho Sprints

  • Perform actions in your notes in Notebook using this extension

  • Associate your notes with a specific task

  • Create your note as a work item directly from your notebook

  • Uninstall Zoho Notebook in Zoho Sprints

 

To Install Zoho Notebook extension

 

  1. Navigate to Marketplace > All.

  2. Search for and click on Zoho Notebook for Zoho Sprints.

  3. Click Install.

  4. Verify your details, then click Install.

  5. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.

  6. Click Install Now.


To use Zoho Notebook in Zoho Sprints

  1. Click on the Notebook icon in the right pane.


To Create different types of notes in Zoho Sprints.
  1. Click the ( + ) icon in the top-right corner

  2. From the drop-down 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 perform actions in your notes in Notebook using this extension.

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

  2. From the dropdown menu, select the type of action you want to perform.


To associate your notes with a specific task

  1. Open the task you need to associate the notes with.

  2. Click the Notebook icon. You can also view all the notes associated with the tasks here.

  3. Create your preferred note format from the available options.

  4. Choose the notebook notes will be saved to, or create a new notebook.

  5. The created note will be associated with the specific task.

  6. To dissociate the notes, click the ( ... ) button on the notecard and select Dissociate note.

To create your note as a work item directly from your notebook

  1. Click the ( ... ) button on the note card you need to create as a work item.

  2. Click Add as Work Item, then select the project to add as a work item.

  3. Click Create to add as a work item


To uninstall the extension
  1. Navigate to   > Marketplace > All.

  2. Click Installed Extensions.

  3. Click Notebook for Zoho Sprints.

  4. Click Uninstall.

Conclusion
Integrating Zoho Notebook with Zoho Sprints enhances your agile project management by allowing you to capture, manage, and organize notes within your Sprints workspace. This integration ensures that your work items stay well-documented, easily accessible, and synced across all your devices for a more efficient workflow. If you have any questions, please feel free to contact support@zohonotebook.com.

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