A note is a collection of all the necessary information that you notice in your study data or during a live session.
Creating notes
You can create notes in three different ways in Zoho ResearchStudio:
- Create blank notes
- Create notes from CSV files
- Create notes from audio and video files
1. Create blank notes
You can create blank notes in Zoho ResearchStudio and copy-paste the note's information.
Steps:
- Click Projects in the left pane and choose your desired project.
- Click Notes under Synthesize Data.
- Click + New Note in the right corner.
- Double click Untitled Note located beside the file menu and enter an appropriate name for the note.
- Click Close in the top-right corner.
2. Create notes from CSV files
You can create notes from your CSV data and associate them to projects.
Steps:
- Click Study Data in the left pane and choose your desired CSV file.
- Click Start Analysis in the top-right corner.
- Choose Manual Coding from the list of options displayed.
- In the Manual Tagging dialog that opens, choose an existing project in which to add the notes, or create a new one. Select the CSV column you wish to add as the note's title and click Proceed.
- Once the notes are created, you will see the Data copied to project dialog. Click Open to view the notes. Alternatively, you can click the Projects tab and select the desired project.
3. Create notes from audio and video files
You can add notes to the exact timestamp in your audio and video files with the generated transcript.
Learn MoreSteps:
- Click Study Data and choose your desired audio or video file.
- Click the desired timestamp in your file and click Add Notes.
- In the text box that opens in the left pane, type the note's content and click Add.
Managing notes
You can edit your note's content, rename notes, add or remove tags applied to your note, or delete your note.
Editing notes
- Click Projects in the left pane and choose your desired project.
- Click Notes under Synthesize Data.
- Click your desired note and make the desired changes to the note.
- Click Close in the top-right corner. The changes will be automatically saved.
Renaming notes
- Hover over your desired note in your project and click the three vertical dot icon.
- Click Rename from the list of options displayed.
- Type your desired name for the note and click the green tick icon.
- Open your desired note in your project.
- To apply tags, select the note's content you wish to apply the tag, and choose your desired tag from the drop-down that is displayed with the list of tags associated with the project.
- To remove the applied tag, click the tag applied content and click the X icon next to the tag's name in the drop-down.
![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)
Note: You can also remove a tag by clicking the tag name that is displayed on the right side of the note and choosing Remove Tag.
![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)
Note: If you apply or remove a tag from a note, you need to generate the project's reports again to maintain relevancy.
Deleting a note
- Hover over the note in your project and click the three vertical dot icon.
- Click Move to trash from the list of options displayed.
![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)
Note: If you delete a note or notes, you need to generate the project's reports again to maintain relevancy.
![Info](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)
Note: You can also download or print a note by opening a note and choosing the desired option in the Note menu.