Creating Different Types of Notes

You can create two types of notes in Trident:

• Personal notes: Individual notes that are created under My Notes. These notes are private; no one can access them unless you share them with a team member or a Streams group. 
• Group notes: Notes that are created directly under the corresponding Streams group. Everyone who is a part of the Streams group will be able to view and comment on these notes. 

Learn how to create and format your notes.

Viewing Notes

Under the Views section, you have the option to quickly filter and see all of your notes, notes on your Mac, starred notes, and notes that were shared with you.  

• My Notes: Lists all of the notes you have created using the Notes module in Trident. 
• On my Mac: Lists all of the notes created in Trident that are stored locally and not synced with any cloud service. 
• Favorites: Lists all of the notes you have starred.
• Shared With me: Lists all of the notes that other users have shared with you via Streams.

Groups

Below Views, you'll find all the Streams groups that you are a part of. You can access all of the notes created in those groups by clicking on the corresponding group name.

Tags

Any tag that you've created in the Mail module will appear in the Notes module as well. You can apply these tags to the notes you've created, and accordingly, you can filter your notes by these tags. 

Disabled Groups

Whether you've been removed from a Streams group or if the group is closed for all participants, it's referred to as a Disabled Group. While you cannot share new notes with disabled groups, you'll still be able to view, edit, and tag existing notes.  

Learn how to manage your notes.

Leveraging the Notes Editor

The Notes Editor is your dedicated space to collect your thoughts into focused, retraceable information. With the help of its rich-text editing options, you can draft content and add reference images, checklists, links, and attachments.

Customizing the Notes List and Editor 

There are two ways to customize viewing your Notes List and accessing your Notes Editor.

You can also assign colors to each of your notes for quicker identification and decide whether to keep your Notes Editor plain (with a tiny color bubble) or fully colored. 

Learn more about customizing the Notes module according to your preferences.

Searching in Notes

The search feature in Trident's built-in Notes has 22 distinct parameters. You can search for notes based on their type and details, associated users, attachment details, and date. 

Learn more about Notes search.