Creating a New Note   

To create a new note:

1. Navigate to the Notes module.

2. Click the New Note button in the top-left corner of the app.

3. An untitled note will appear in the List or Grid View depending upon your View Settings.

4. Give your note a title and jot down your thoughts.

5. Your note will be automatically saved in the List View.

6. In the Grid View, you can click the Tick  icon or anywhere on the screen to save your note.

Creating Personal Notes   

To create a personal note:

1. Navigate to the Views section under the New Note button, on the left pane of the Notes module.

2. Click All My Notes under Views.

3. Click the New Note button and create your note.

Creating Group Notes 

To create a group note:

1. Navigate to the Groups section below the Views section on the left pane of the Notes module.

2. Select the group in which you want to create your note.

3. Click the New Note button and create your note.

Learn how to create a new note using the following:

• Notes Widget

• Smart Assistant
  

Creating a New Note From Email Content

  To create a note from email content:

1. Select some text in the email.

2. In the options that appear, click the Note icon.

3. The Note Creation window will open with the selected text in the note description.

4. Update other event details as required.

5. Click Save.
   

Formatting Notes   

The Notes module has a What You See Is What You Get editor to format your content. The following are the formatting options available in the rich text mode:

Note: Besides these, the rich text editor also allows you to insert images and attachments. You can preview, download, and delete your note attachments.

Categorizing Notes   

To identify and access the note you are looking for quickly, you can color code, star, and tag your notes. 

Color Coding Notes       

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 color code a note in the List View:

1. Right-click the note you want to color code from the list of notes.
   

2. Select the desired color from the menu list. 
   

 

 

Alternatively, you can also:

1. Open the note you want to color code in the Notes Editor.

2. Click the colored bubble in the top-right corner of the Notes Editor.

3. Select the desired color from the menu list.

 

To color code a note in the Grid View:

1. Click open or hover over the note you want to color code.

2. Click the More Options  icon in the top-right corner of the Notes Editor.

3. Select the desired color from the menu list.

Marking Notes as Favorites 

To mark a note as a favorite in the List View:

1. Open the note you want to favorite.

2. Click the Star  icon in the top-right corner of the Notes Editor.

Alternatively, you can also:

1. Select the note you want to star from the notes list.

2. Click the Star  icon in the bottom-right corner.

To mark a note as favorite in the Grid View:

1. Navigate to the note you want to mark as favorite.

2. Click the Star   icon in the bottom-right corner of the note.

Note:

1. You can find all of your starred notes by going to Views > Favorites in the left pane of the Notes module.
   
2. To unstar a note, click the Star icon again.