Exploring Notes Widget in Trident for Mac

Exploring Notes Widget in Trident for Mac

In this article, we'll see how the Notes widget in Trident enables you to create, view, share, manage, and customize notes.

Creating Notes

To create a new note:

  1. Click the Plus  icon.
  2. In the Notes Editor that opens, provide a title for the note and jot down your thoughts.
  3. Click the Tick  icon to save the changes. 

Note: You can create personal and group notes by selecting the category first.

Formatting Notes

To format the contents of a note, you can use the rich-text editor options as described below.

Bold

Italics

Underline

Strikethrough

Alignment Options

  • Bullet List

  1. Numbered List

  • Checkbox

Remove Formatting

Besides these, the rich text editor also allows you to insert:

Table

Hyperlink

Viewing and Organizing Notes

You can organize your notes into distinct views, groups, and tags. By default, the Notes widget lists notes under the "My Notes" category. To access the notes under other categories: 

  1. Click open the My Notes drop-down. 
  2. Select or search for the category that you want displayed in the Notes List. 

In addition to these categories, you can color-code your notes in yellow, blue, red, or green to separate them by the level of importance, subject matter, and so on, to organize your notes effectively.  To do so:

  1. Click open the note you want to color-code.
  2. Click the More Options  icon. 
  3. Select the desired color from the menu list. 

Sharing Notes

To share a note you've created with a colleague or a group:

  1. Click open the note you want to share. 
  2. Click the Comment  icon at the top-right corner of the Notes Editor.
  3. Click the Add or View Invitees  icon. 
  4. Search for and select a contact or Streams group, or choose a contact from the list of suggestions.
  5. Click Invite. 

Note: You can also @mention a user in the comments and they will get permission to view the note and discuss it. 

Managing Notes

You can send notes via email, mark them as favorites, and delete them from the Notes List view. 

Sending Notes Via Email

To send a note via email:

  1. Click open the note you want to send via email.
  2. Click the More Options  icon. 
  3. Select Send as Email. 
  4. In the Mail Composer that opens in a new window with the note title in the subject and the note content in the email body, add the recipients of the email and make any changes as required. 
  5. Click the Send button at the bottom-left corner of the Mail Composer to send the email immediately or use the Send Later  option to schedule the email for later. 

Marking Notes as Favorites

To mark a note as a favorite:

  1. Click open the note you want to mark as a favorite.
  2. Click the More Options  icon. 
  3. Select Mark as Favorite.