How to add and manage notebooks

Add a notebook

1. Navigate to the notes section: Select the specific project where you want to create the notebook. Click the “Notes” tab on the left-side menu.\

   

   
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2. Add a notebook: Click on the “+” icon to initiate the creation of a new notebook.\

   

   
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3. Enter notebook title: Enter a title for your notebook.\

   

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   **Note:******If you want this notebook to be easily accessible and visible at the top of the notes list, consider using the “Pin to Top” option.

4. Save the notebook: After entering the title, click the “Add” button to save your new notebook.

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Edit a notebook

1. Click the three-dots icon or right-click on the notebook and select “Edit“.\

   

2. Edit the details: Choose this option to modify the notebook title or change the “Pin to Top” option. After making changes, click “Update” to save.\

   

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Delete a notebook

1. Click the three-dots icon or right-click on the notebook and select “Delete“.\

   

2. Delete: Select “Yes” within this confirmation window to delete.\

   

   
   Note: This action will also delete all notes within the notebook.

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Create a copy of the notebook

1. Click the three-dots icon or right-click on the notebook and select “Create a copy“.\

   

2. Create a copy: This option allows you to duplicate the notebook. A pop-up window will prompt you to rename the notebook title and select the project where the copy will be saved.\

   

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Move notebook

1. Click the three-dots icon or right-click on the notebook and select “Move“.\

   

2. Move: Select this option to move the notebook to another project. A pop-up window will appear, prompting you to choose the destination project.\

   

   
   Note: Moving a notebook will also move and add any subscribed people to the new project.

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Bookmark notebook

1. Click the three-dots icon or right-click on the notebook and select “Bookmark“.\

   

2. The bookmarked notebook will appear in the right-side menu with other saved bookmarks.\

   

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Pin to top notebook

1. Click the three-dots icon or right-click on the notebook and select “Pin to top“.\