Notes and whiteboards
Notes is for anything written down: site notes, meeting notes, ideas, checklists. Whiteboards are for drawing: sketches, layouts, plans and brainstorms. Both can be linked to contacts and projects, so they show on those pages too.
Write a note
- Open Notes and press + (New note).
- Start typing. The first line becomes the note's title.
- It saves as you type.
Dictate at the bottom turns speech into text. Press it again to stop.
In the note:
- Type / for headings, lists, checklists, tables, images and files.
- Drag files or photos onto the note to put them in it.
- Click Open at the bottom to see the note full page.
Link a note to a contact or project
Type @ and start typing a name, then pick the contact, project, sale, event, file or other record. It appears in the note as a link, and the note is linked to it, so it shows under Notes on that contact's or project's page.
+ Add shortcut at the bottom of the note links one without mentioning it in the text.
On a contact's or project's page, Notes has New note, to start one already linked, and Attach note..., to link one that exists.
Notebooks
Notebooks group notes, such as "Site notes" or "Ideas".
- To make one, press ... at the top of Notes and choose New notebook.
- To put a note in one, press + Add shortcut > Select notebook… at the bottom of the note. To move several, select them in the list, then choose Notebook from the selection menu.
- All notebooks at the top shows just the notes in the notebooks you pick.
Whiteboards
- Open Whiteboards and press + (New whiteboard).
- Give it a name and press Create.
- Draw with the tools at the top: shapes, arrows, lines, text, freehand drawing and images.
The whiteboard saves as you go. Teammates who open the same whiteboard see each other's changes and pointers as they happen.
A project's page has a Whiteboard section for that job's sketches. Its menu picks the whiteboard to show, and has New whiteboard.
Shortcut cards
A whiteboard can hold cards that link to contacts, projects, sales, notes and other records, such as one for the client beside the plan of their deck.
- Press the @ button at the top right of the whiteboard, or press the @ key.
- Search for the record and pick it. The card appears on the board.
- To go to it, select the card and press Open under it.
Things to know
- Move to bin sends a note or whiteboard to the Bin in the user menu, where it can be restored.
- centralAgent can write notes and draw on whiteboards, such as "make a note of today's site visit at the Smiths' and link it to their project" or "sketch a plan of the workflow on a whiteboard".