Exploring Notes Module in Trident for Windows
Creating Different Types of Notes
You can create two types of notes in Trident:
Personal notes: Notes that are created under My Personal 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.
Viewing Notes
Under the Views section, you have the option to quickly filter and see all of your notes, notes on your PC, favorite 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 PC: 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.
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.
List View | The notes will be listed one below the other, and the selected Note Editor will be open next to the list. | |
Grid View | The notes will be listed in a grid from which you can directly access the Notes Editor of the note in selection. |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Leveraging Remote Work Tools in Trident (Windows)
In this article we'll see how teams can remain productive regardless of when and where they are working. Note: This article explores remote work tools in the Cliq module of the Trident desktop app. Click here for the Zoho Cliq web app's help ...Exploring Notes Module in Trident for Mac
With Trident's built-in Notes, you can keep your thoughts in order, easily organize information, and search for them whenever you need. All the notes you create here in Trident are synchronized with the Notes module in the Zoho Mail web app and ...Exploring Notes Widget in Trident for Windows
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: Click the Plus icon. In the Notes Editor that opens, provide a title for the note and jot ...Exploring Calendar Module in Trident for Windows
Trident's integrated Calendar module enables you to track, plan, and manage your schedules and team events from one place. Understanding Unified Calendar Trident offers a variety of calendar types as follows so you can have a unified calendaring ...Exploring Contacts Module in Trident For Windows
The Contacts module in Trident is a centralized hub for all your contact information, facilitating seamless and instant connections with your contacts. Viewing Contacts You will find all of your contacts segregated into personal and organizational ...