Notebook Extension for Zoho Projects
Introduction
While you plan, track, and collaborate using the robust project management capabilities of Zoho Projects, the all-in-one productivity note-taking platform Zoho Notebook’s integration with Zoho Projects helps you manage your projects more efficiently. You can effortlessly capture and manage notes directly within your Zoho Projects app.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.
- Navigate to
> Marketplace > All
Click Installed Apps.
Click Zoho Notebook for Zoho Projects.
Click Uninstall.
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