Create Your First Note

The features shown in this article and video are available to all users

 

Use Note for efficient, distraction-free writing. Create a new note with the click of a button or open a ready-made template to get to the point faster. Read on to find out how you can get started.


Get Started Quickly with Templates

Using Note for meetings, planning or progress reports? Good news - You can find professional templates already stored in your account, waiting for you to fill in the blanks. To use a template:

  1. Click the + icon on the left sidebar.
  2. Select a template or click Browse all templates.

    Create from Template.png
  3. Click Use Template.
  4. Personalize the note!

Currently, we have templates for team meetings, 1:1s, project plans, quarterly planning and project progress reports. Missing something? Let us know!


Create and Share a Note

Create a new note with the click of a button; simply select + New empty note at the top of dashboard. Next, add a title and content, and then share your new note with colleagues. To do this:

  1. Click Share in the top-right corner.
  2. Click + Add.
  3. Type an email address or name and press Enter.
  4. Select the role you'd like to give collaborators by clicking Member beside their name. Choose from Content Manager, Contributor, Commenter or Viewer. (Note - only Business users can change roles and permissions).
  5. Click Share. (Important: You do not have to add the person to the team. If you add a person to the team in the last step, additional license costs will be charged!)

    Share note.gif

Creating Notes and Pages

To learn more about creating notes and pages, visit our dedicated article here.


Customize Your Note With an Icon and Cover

You don’t need to be an artist to make your documentation stand out. Personalize the appearance of your note by adding a note cover and icon, simply:

  1. Click Add cover/icon at the top of your note.
  2. Select your favorite cover/icon.
  3. Change the icon color by selecting from the colors in the icon pop-up window.
  4. Click Remove cover/icon if you'd like to go back to basics.

    Change icon.png

 

To learn more about customizing your note's appearance, check out our dedicated article here.


Add Content to Your New Note

In Note, your content is split into different blocks. These blocks make filling a blank page quicker and easier than in traditional word processing software - Simply select and format the blocks depending on the type of content you'd like to create.

content block types.png

Content blocks can be split into four groups:

  1. Text types: Text, headings, line separators. Use these to give your notes structure.
  2. Lists: To-do list, bullet list, ordered list. Add supplementary information with these.
  3. Boxes: Info, warning, tip, quote, icon and code. Use these blocks to add color and highlight key details.
  4. External Media. Embed a variety of external media to embellish your notes.


Unsure where to start? Experiment by adding a few content blocks and moving them around your note using drag and drop.moveblock.gif

To learn more about adding content blocks to your notes, visit our dedicated article here.

To learn how to make attractive documentation quickly, check out this article.


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