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.
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:
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
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 ...Notebook and Zoho Flow integration
Connect your thoughts and favorite apps together with Notebook and Zoho Flow integration. Automate any tasks to keep doing what you do best. Create new notebooks for projects in Asana, record new events in Calendly to Notebook, create tasks in ...Notebook and Zapier integration
Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...Notebook Extension for Zoho Writer
Introduction Are you tired of switching between Zoho Notebook and Zoho Writer? We’ve got you covered! Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Meanwhile, Zoho Writer, our ...Zoho Notebook for Zoho Cliq
Introduction Would you like to add your conversations or take notes while in a meeting on Cliq? We’ve got you covered! Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Meanwhile, ...