Zoho Notebook for Microsoft Teams
Introduction
Switching tabs to take some quick notes on Microsoft Teams? Bring all your notes to Microsoft Teams through Notebook for Teams. Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Whereas, Microsoft Teams is a collaboration platform to streamline your work in one place. Now you can experience the best of both worlds, seamlessly integrated for your convenience.
With this integration, you can Add Notebook as a private tab in Teams to create, update, delete, and organize your notes. Watch this video to get a preview of Notebook for Teams. We've introduced the Notebook bot to simplify your note-taking by using Notebook commands to create notes, notebooks, and even more.
In this article, you'll learn how to:
- Install Zoho Notebook in Microsoft Teams
- View and manage your notes and notebooks
- Use the Notebook bot to perform actions
- Uninstall Zoho Notebook in Microsoft Teams
Before you begin:
Here are some things to know before you begin to use Notebook for Teams.
- Notebook for Teams is a free app available in the Teams app source.
- Notebook is available only as a personal tab in Teams.
- You can associate only one Notebook account with your Teams account.
- A limited set of actions can be performed on notes inside the tab, unlike Notebook for Web.
- You can only connect Notebook with a Zoho account with your Teams account.
Install Zoho Notebook on Microsoft Teams
To connect your Notebook account, please follow these steps.
- Open the Microsoft Teams desktop app or in the browser.
- Sign in to your Teams account.
- Search for and click on Zoho Notebook in the app source directory.
- Sign in to your Zoho Notebook account.
- Right-click on the Notebook icon from the apps panel and pin it for easy access.
View and manage your notes and notebooks
- Click the Notebook tab to view all your notes and notebooks.
- You can create, edit, and delete your notes and notebooks.
- You can perform various actions such as "search," "lock," "share," and "set reminders.
Use the Notebook bot to perform actions
- Navigate to the Chat tab to use the Notebook bot.
- Type "Authorize" and sign in to your Notebook account.
- Once authorized, type "Help" to view the available commands that can be used.
- Using the commands, you can create new notes and notebooks.
- View all your notes, favorite notes, and notebooks.
- Set quick reminders for your notes.
You can also use the View Prompts option to perform actions using the Notebook bot.
Uninstall Notebook in Microsoft Teams
To remove the associated Notebook account from Teams:
- Right-click the Notebook icon from the apps listing menu.
- Click Uninstall.
- Click Uninstall from the alert.
Conclusion
Happy note-taking!
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