Notes is a tool that allows you to create documents such as logs, meeting minutes and reports that record what is considered important about a project or a meeting. Just choose the type of document you want to save.
You can also create Action Items, which are actions or objectives for specific dates. There, you can label who is going to perform what actions, register the decisions that were made and attach relevant documentation.
1. How Notes works
The first information that you can fill in are: name of the note, date of the meeting, type of note and the group to which they belong or may belong. They are not all obligatory but it is a good practice to fill them all in order to avoid inconsistencies.
Don't forget to add the participants!
If you have forgotten someone, you can add them anyway, even after you have saved the note.
1.1. Types of notes, participants and groups
You can choose the type of document you want to create: from a simple note for yourself or a report, to a meeting minute so as not to forget what was said in a meeting. You can also create a log for project managers.
You will also be able to group them into sets of notes, either private for the use of people who are part of the same project or public for the whole company.
Even if you haven't created the group yet, you can do it directly from the note. You only have to indicate if it is private or public, write a brief description and of course, the name.
In addition, there is a section of participants, who are or may be part of a project or meeting. You can find them by name or e-mail in the search engine.
1.2. Text box
Endless characters to add! Choose the fonts and colors you want. You can even attach images to the text.
1.3. Action Items and Decisions
Quickly upload them by pressing the ENTER key and going down line by line to be more efficient. In the same way when making decisions.
1.4. Attaching Files
You can attach all the documentation you consider necessary to carry out the projects. So that nothing is missing!
1.1. Notes Dashboard
It includes all published notes and unpublished notes. Here, you can also find notes that were published but changes were made to them, as long as you are the author or someone has given you permission to edit.
On this dashboard, you can find the button that will allow you load a new note. You also have a text box to filter searches by the name of the note or the author.
Besides, with the Mine button you can filter the notes that you have created or in which you have been placed as a participant.
If you use the button
1.2. Action items Dashboard
On this dashboard, you will find the action items that have been assigned to you on third party notes, as well as the action items of the notes that you have created in order to know whether or not the tasks have been completed.The buttons are similar to those on the Notes dashboard, although there are some slight differences.
We will only focus on the differences, since they work very similarly:
If you click on MINE,this will filter the search for action items that you have created as well as those that have been assigned to you. If you click on ALL, all the action items will appear.
With this filter you can filter the search by note; the only difference is that only published notes will appear.
1.3. Groups dashboard
Finally, on the Groups dashboard you can find the notes grouped together into sets. These groups can be public or private.
This buttons works in the same way as the rest of the dashboards.
1. How permissions works
Permissions are used to restrict and enable the scope on notes.
In the permissions form, you have several options that you can use.
You have the possibility to allow your own notes to be visible publicly or not.
You can set general options for all the company. Some options could be: if they are allowed to view, edit or don’t have access at all.
If you want to make a personal note but let just a few know about it, you can add them in the section of special permissions. You only need to type in the name of who you want to give that permission to and select it.
If they're not aware that you're giving them those special permissions, don't forget to notify them!