How to Create a Note
To write a new Note, hover over the item or document you would like to make a Note for, and click under the Notes column. The Notes pop-up will then appear.
Write a new Note in the text box and apply the desired formatting. Once you have finished, click Send.
You can access notes by clicking on the Notes column. Unread notes have a blue chat bubble. You can also use Filter Unread to filters items containing unread notes.
After being submitted, your notes can be edited and/or deleted. Keep in mind that all edited and deleted notes will be clearly marked in the note history.
Who gets access to Notes
Users under Admin or Guest teams are able to see and add Notes as long as they have access to the folder or document.
Notes Mentions
To mention a specific user or team in your Notes, click the @ button at the bottom of the text box and the list of people and teams and users with access to the file or folder will then appear. Click the team or person you want to tag and continue on writing your note.
Users mentioned in the Notes will receive an email notifying them that they were mentioned in a Note.
Notes Export
To export all the Notes from your checklist, click the 3-dot menu at the upper right corner of your checklist and click Export then select Notes on the pop-up.
The exported file will include the Document Name, Type, Note Creator, Note, Status, Mentions and link to the said file.
Notes Formatting
You can create your notes with your desired formatting. Notes can contain links, bulleted or numbered lists, and Bold and Italic text.
