📱 Collecting Notes

Like in a notebook

Like in a notebook, capture your ideas, observations, and content at any time. Your notes can include: meeting minutes, to-do lists, photos, diagrams, charts, excerpts from other applications or websites.

Creating a Note

  1. Open "Notes" in the left sidebar

  2. Choose the content type with the buttons at the bottom:

    • Notes for rich text

    • Photos to create an image gallery

Formatting Your Content

Type / in a note to access formatting options

  • Different heading levels

  • Bullet or numbered lists

  • Callouts and quotes

  • And more

Enhancing a Note with AI

Use the AI button to:

  • Improve writing style, correct spelling, or translate content

  • Rephrase (longer, shorter, simpler), adjust tone, or add emojis

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Your notes are strictly private and remain inaccessible to other members or recipients of your reports.

Native mobile app and browser extension to capture notes anywhere. Coming soon.


FAQ

Question: Are my notes visible to other people?
Answer: No, your notes are strictly private. Only the content you drag and drop into a report and share becomes accessible to recipients, and only in read-only mode.

Question: How are my notes sorted?
Answer: Notes are sorted by update date (most recent first).

Question: What types of content can I add to a note?
Answer: You can currently add rich text (with formatting) and photos. Other content types will be added soon.

Question: Are statuses (to-do, in progress, done) mandatory for notes?
Answer: No, you can leave notes without status. Statuses are optional and allow you to organize your notes as tasks as you wish.

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