Zoho Notebook in Zoho Projects Plus
Overview
Zoho Notebook is now included as part of the Zoho Projects Plus bundle, enabling teams to capture ideas, manage project documentation, collaborate on notes, and organize knowledge efficiently within their project ecosystem.
How Zoho Notebook is Useful in Projects Plus
Zoho Notebook enhances project collaboration and knowledge management by allowing teams to:
Document project requirements
Maintain meeting notes
Create checklists and task-related notes
Store design references and research materials
Organize SOPs and internal documentation
Share project-specific notebooks with team members
Collaborate using Teamspaces
Key Use Cases
1. Project Documentation
Create dedicated notebooks for each project to store:
Requirements
Scope documents
Wireframes
Technical notes
Client communication summaries
2. Meeting Notes
Agendas
Decisions taken
Action items
Follow-ups
3. Knowledge Base
SOPs
Troubleshooting guides
FAQs
Process documentation
4. Research & Brainstorming
Store:
Web clippings
Images
Brainstorm ideas
Draft proposals
5. Team Collaboration via Teamspaces
Projects Plus supports Teamspaces in Notebook, allowing:
Organized team-level note management
Controlled collaboration
Shared knowledge environments
Organization Configuration When Accessing Notebook in Projects Plus
When a user accesses Notebook through Projects Plus for the first time, they will see an Organization Configuration page.
This page allows them to decide how Notebook should be associated with Projects Plus.
Scenario 1: User Already Has a Free Zoho Notebook Account
The Org Configuration page will be displayed.
The user can:
Select an existing free Notebook organization to associate with Projects Plus, OR
Create a new Notebook organization specifically for Projects Plus.
Both options are available.
Scenario 2: User Already Has a Paid Notebook Plan (Standalone) or Zoho One Notebook
The Org Configuration page will be displayed.
However:
The user cannot select their existing paid Notebook organization to associate with Projects Plus.
They can only create a new Notebook organization for Projects Plus.
Scenario 3: User Creates a New Notebook Organization for Projects Plus
If the user chooses to create a new org:
A new Notebook organization will be created.
This org will automatically load within Projects Plus.
It will operate under the Projects Plus entitlement.
Plan Clarification & Downgrade Requirement
If a user already has a paid standalone Notebook plan and wants to use that same org inside Projects Plus:
They must contact Zoho Notebook Support.
The existing paid Notebook plan must first be downgraded to Free.
Once downgraded, the org can then be associated with Projects Plus.
If the user is already on a free Notebook plan, there are no restrictions they can directly associate the org.
Feature Availability in Projects Plus Notebook
Teamspaces
Teamspace support is fully available in Projects Plus.
All Other Features
Limitations in Projects Plus Notebook
The following features have specific restrictions:
1. View Options
Only List View is available.
Grid View is not supported yet.
2. Appearance Mode
Only White Mode is available.
Night Mode / Dark Mode is not supported yet.
3. Migration Options
If Projects Plus' Notebook is configured as a secondary organization:
OneNote migration is not available.
Evernote migration is not available.
Frequently Asked Questions (FAQ)
1. Will I be able to access my notebooks and notecards that I was using before Projects Plus inside Projects Plus?
Yes, but this depends on what you choose during the Organization Configuration step.
If you select your existing Notebook organization while configuring Projects Plus, your previously created notebooks and notecards will be visible and accessible inside Projects Plus.
If you choose to create a new Notebook organization for Projects Plus, your old notebooks and notecards will not be available in this new org.
Each Notebook organization works independently, and data does not automatically sync across different orgs.
2. Can I switch between Notebook organizations inside Projects Plus?
No. Switching between multiple Notebook organizations within Projects Plus is not supported.
Once an organization is selected or created during configuration, that org will be associated with Projects Plus.
3. If I have multiple Notebook organizations, can I choose which one to use during configuration?
If you already have multiple Notebook organizations:
The default organization will be listed during the Organization Configuration step.
Only the eligible org will be available for selection.
4. Can I create and manage Teamspaces in Notebook under Projects Plus?
Yes. Teamspace support is available in Projects Plus. You can:
Create Teamspaces
Manage Teamspaces
Add or remove members
Organize notebooks within Teamspaces
5. Does Zoho Notebook in Projects Plus support Notebook AI?
Yes. Zoho Projects Plus includes the Notebook Business plan, which supports Notebook AI features.
You can use Notebook AI seamlessly within Projects Plus for:
AI-powered content generation
Summarizing notes
Improving and refining content
Extracting key insights
Further Assistance?
Do you have any additional questions or need clarification on any of the points above?
Please feel free to reach out to our support team, we’ll be happy to assist you. You can drop us an email, and our team will guide you through the configuration, plan selection, or any feature-related queries.
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